Platform Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Holladay, UT. Its latest Form ADV filing, dated March 11, 2026, reports $601M in regulatory assets under management, 16 employees, 3 offices, and 777 accounts.
Top client segmentIndividuals represent 65.9% of total clients.
Top client categories% of clientsClients
1
Individuals
65.9%
178
2
HNWI
28.9%
78
3
Pension Plans
3.7%
10
4
Corporations
0.7%
2
5
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$601Mas of March 11, 2026
Discretionary93.7%
$563M
94% of total RAUM93.7%
Non-discretionary6.3%
$38M
6% of total RAUM6.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$601M
Total Accounts777
10Y AUM Change+$601M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee17:1
10Y Employee Change+9 (+128.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.