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Ryan Bateman

Chief Finance OfficerPlatform Wealth Management, LLCCRD 8065504

About Ryan Bateman

Ryan Bateman is listed as Chief Finance Officer at Platform Wealth Management, LLC in Holladay, UT. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Platform Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ryan Bateman work?

Ryan Bateman is listed as Chief Finance Officer at Platform Wealth Management, LLC on SEC Form ADV.

How much of Platform Wealth Management, LLC does Ryan Bateman own?

Form ADV reports a beneficial ownership band of Under 5%.

Platform Wealth Management, LLC

TitleChief Finance Officer
OwnershipUnder 5%
Control personYes
Since2024