PLATINUM WEALTH PARTNERS, INC.

PLATINUM WEALTH PARTNERS
TAMPA, Florida·3 registered advisors·CRD# 145507
SEC# 801-724471813-579-1660
01

Firm Overview

AUM
$524M
Regulatory assets under management
Employees
28
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLATINUM WEALTH PARTNERS, INC.

3 registered advisors
David Leonard Potter
TAMPA, Florida
John Joseph Campbell
TAMPA, Florida
Robert Lomax Dobbs
TAMPA, Florida
05

Office Locations

TAMPA, Florida
3 advisors

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Data sourced from SEC Form ADV filings. PLATINUM WEALTH PARTNERS, INC. (CRD# 145507) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.