Data / Investment advisers / Utah / Platform Wealth Advisors
Platform Wealth Advisors, Holladay, UT: $509 million AUM, SEC registered investment adviser
Platform Wealth Advisors is an SEC registered investment adviser with its main office in Holladay, Utah and reports $509 million in regulatory assets under management in its Form ADV filed October 28, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 329313
- SEC file number
- 801-129811
- SEC status
- Approved, effective February 28, 2024
- Legal name
- Platform Wealth Management, LLC
- Main office
- 6510 S. Millrock Dr, Holladay, UT 84121
- Phone
- (385) 243-0553
- Website
- platformadvise.com
- Regulatory AUM
- $509,034,759 in the Form ADV filed October 28, 2026
- Discretionary AUM
- $471,261,357
- Non discretionary AUM
- $37,773,402
- Accounts
- 776
- Employees
- 16, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $315.5 million |
| Corporations or other businesses | 2 | $95.5 million |
| Individuals (other than high net worth individuals) | 178 | $80.3 million |
| Pension and profit sharing plans | 10 | $15.3 million |
| Other investment advisers | 1 | $2.2 million |
| Charitable organizations | 1 | $211,781 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| June 1, 2026 | $509 million | May 22, 2026 |
| April 1, 2026 | $600.5 million | March 11, 2026 |
| December 1, 2025 | $328.6 million | June 3, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cimarron Healthcare Capital, LLC | Salt Lake City | $532.7 million | 7 | adviserinfo.sec.gov |
| Navigate Private Wealth, LLC | Draper | $529.2 million | Not listed | adviserinfo.sec.gov |
| Peterson Wealth Services Inc. | South Ogden | $528.5 million | Not listed | adviserinfo.sec.gov |
| Fiduciary Advisors, LLC | Cottonwood Heights | $520.2 million | Not listed | adviserinfo.sec.gov |
| Financial Network Wealth Advisors LLC | Murray | $515.4 million | Not listed | adviserinfo.sec.gov |
| Dentist Advisors | Salt Lake City | $504 million | Not listed | adviserinfo.sec.gov |
| Elevated Capital Advisors, LLC | Draper | $499.1 million | Not listed | adviserinfo.sec.gov |
| Wasatch Health Partners | Salt Lake City | $495.2 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Platform Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.