Cynosure Partners III, LLP is listed as Member at Platform Wealth Management, LLC in Holladay, UT. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Platform Wealth Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Cynosure Partners III, LLP work?
Cynosure Partners III, LLP is listed as Member at Platform Wealth Management, LLC on SEC Form ADV.
How much of Platform Wealth Management, LLC does Cynosure Partners III, LLP own?
Form ADV reports a beneficial ownership band of 25-50%.