Reyes Florez is a control person of Platform Wealth Management and directly owns under 5% of it.
Platform Wealth Management is an investment adviser based in Holladay, UT, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $509 million, as filed on 15 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5706544
- Firm
- Platform Wealth Management · CRD 329313
- Role
- Manager
- In role since
- March 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Holladay, UT
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Reyes Florez work?
Reyes Florez has been Manager of Platform Wealth Management, LLC since March 2024, and is a control person of the firm.
How can I verify Reyes Florez’s record?
Reyes Florez’s role is listed on Platform Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 329313.