| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Brian Stovesand Control | Member | 10-25% | 2023 |
| Paul Solie | Chief Information Security Officer | Under 5% | 2024 |
| Pt&c Group, LLC Control | Member | Over 75% | 2023 |
Platform Wealth Management, LLC reports $328.6 million in regulatory assets under management on its Form ADV.
Platform Wealth Management, LLC reports 17 employees.
Platform Wealth Management, LLC is based in Holladay, UT and has been SEC-registered since 2024.
Platform Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6510 S. Millrock Dr, Holladay, UT 84121 |
| Phone | (385) 243-0553 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2110622 |
| Discloses disciplinary history | No |
| Discretionary | $328.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $328.6M |