PLATFORM WEALTH MANAGEMENT, LLC
Legal name: PLATFORM WEALTH ADVISORS
CRD #329313 SEC #801-129811 HOLLADAY, UT (385) 243-0553
SEC Registered
Total AUM
$328.6M
Discretionary
$328.6M
Employees
17
Clients
0
Accounts
557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $328.6M | $328.6M | $0 | 17 | 18 |
| Mar 2025 | $328.6M | $328.6M | $0 | 17 | 18 |
| Dec 2024 | $295.1M | $295.1M | $0 | 7 | 18 |
| Aug 2024 | $295.1M | $295.1M | $0 | 7 | 18 |
| Mar 2024 | $0 | $0 | $0 | 7 | 0 |
| Feb 2024 | $0 | $0 | $0 | 7 | 0 |
DateJun 2025
Total AUM$328.6M
Discretionary$328.6M
Non-Disc.$0
Employees17
Clients18
DateMar 2025
Total AUM$328.6M
Discretionary$328.6M
Non-Disc.$0
Employees17
Clients18
DateDec 2024
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees7
Clients18
DateAug 2024
Total AUM$295.1M
Discretionary$295.1M
Non-Disc.$0
Employees7
Clients18
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0