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
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$509Mas of May 22, 2026
Discretionary92.6%
$471M
93% of total RAUM92.6%
Non-discretionary7.4%
$38M
7% of total RAUM7.4%
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$509M
Total Accounts776
10Y AUM Change+$509M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee16:1
10Y Employee Change+10 (+142.9%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.