PLATINUM WEALTH PARTNERS, INC.
Legal name: PLATINUM WEALTH PARTNERS
CRD #145507 SEC #801-72447 TAMPA, FL 813-579-1660
SEC Registered
Total AUM
$523.7M
Discretionary
$503.7M
Employees
29
Clients
51
Accounts
2,400
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 10, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, CHARLES, BRADLEY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| DOBBS, ROBERT, LOMAX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| POTTER, DAVID, LEONARD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER | E | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
| CAMPBELL, JOHN, JOSEPH | I | OWNER/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Aug 10, 2017 REGISTERED
Notice Filings (9)
AZ CA CO FL MA NC NV NY PA
Address
100 N. TAMPA STREETSUITE 1600
TAMPA, FL 33602
United States
Phone: 813-579-1660