Taralyn Nicholas is not listed as a control person, but directly owns under 5% of Platform Wealth Management.
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
- 7885958
- Firm
- Platform Wealth Management · CRD 329313
- Role
- Chief Compliance Officer
- In role since
- March 2024 · 2 years
- Control person
- Not listed
- 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 Taralyn Nicholas work?
Taralyn Nicholas has been Chief Compliance Officer of Platform Wealth Management, LLC since March 2024.
How can I verify Taralyn Nicholas’ record?
Taralyn Nicholas’ 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.