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Pt&c Group, LLC

MemberPlatform Wealth Management, LLC

About Pt&c Group, LLC

Pt&c Group, LLC is listed as Member at Platform Wealth Management, LLC in Holladay, UT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Platform Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Pt&c Group, LLC work?

Pt&c Group, LLC is listed as Member at Platform Wealth Management, LLC on SEC Form ADV.

How much of Platform Wealth Management, LLC does Pt&c Group, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Platform Wealth Management, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2023