{"url":"https://nivawealth.com/firms/platform-wealth-management-329313","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/329313","regulatoryAum":509034759,"crd":"329313","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3140568","suffix":null,"lastName":"Alfieri","firstName":"James","middleName":"Salvatore"},{"crd":"7927994","suffix":null,"lastName":"Gibbons","firstName":"Ryan","middleName":"Michael"},{"crd":"7911422","suffix":null,"lastName":"Gropper","firstName":"Leland","middleName":"Alexander"},{"crd":"4764558","suffix":null,"lastName":"MANNION","firstName":"PAUL","middleName":"KEVIN"},{"crd":"3156702","suffix":null,"lastName":"MARTIN","firstName":"PETER","middleName":"SCOTT"},{"crd":"5293661","suffix":null,"lastName":"PECA","firstName":"ANITA","middleName":"J"},{"crd":"6878943","suffix":null,"lastName":"Roberson","firstName":"Donovan","middleName":null},{"crd":"8104213","suffix":null,"lastName":"Royer","firstName":"Matthew","middleName":"T"},{"crd":"3140213","suffix":"III","lastName":"SILVESTRI","firstName":"ALBERT","middleName":"VINCENT"},{"crd":"4249778","suffix":null,"lastName":"STOVESAND","firstName":"KIRK","middleName":"BRIAN"},{"crd":"6704432","suffix":null,"lastName":"STOVESAND","firstName":"MARLIN","middleName":"BRYCE"}],"total":11,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-08","regulatoryAum":0,"clients":0,"employees":7,"offices":2},{"filedOn":"2025-06-03","regulatoryAum":328607632,"clients":211,"employees":17,"offices":3},{"filedOn":"2026-09-15","regulatoryAum":509034759,"clients":270,"employees":17,"offices":4}],"acquisitions":[{"date":"2024-09-03","datePrecision":"day","name":"Walpole Financial Advisors","crd":"135834","source":"adv_w","dealType":"acquisition","sellerAum":280549954,"sellerAumDate":"2024-02-28","sourceUrl":"https://adviserinfo.sec.gov/firm/summary/135834"}],"secFileNumber":"801-129811","legalName":"Platform Wealth Management, LLC","displayName":"Platform Wealth Management","slug":"platform-wealth-management-329313","website":"https://platformadvise.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/platform-wealth-advisors/about/","founded":null,"organization":"Utah limited liability company","fiscalYearEnd":"December","headquarters":{"street":"6510 S. 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They include 178 individual clients, 78 high-net-worth individuals, and 10 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Platform Wealth Management offer?","answer":"Platform Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Platform Wealth Management charge?","answer":"Platform Wealth Management charges 0.25%–1.10% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $11,000 annual minimum.","source":"PLATFORM WEALTH ADVISORS FORM ADV PART 2A, filed 22 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Platform Wealth Management use?","answer":"Platform Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $438M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Platform Wealth Management have?","answer":"Platform Wealth Management has 11 investment adviser representatives registered with state securities authorities, out of 17 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Platform Wealth Management invest in?","answer":"At the end of its last fiscal year, Platform Wealth Management’s separately managed accounts held 45% exchange-traded equities, 45% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% other and 2% U.S. government and agency bonds. The 3% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Platform Wealth Management?","answer":"Platform Wealth Management is owned through a chain of holding companies by Cynosure Partners III, LLP. Its direct owners are Kirk Stovesand (10% to 25%) and PT&C Group, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Platform Wealth Management get paid?","answer":"Platform Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Platform Wealth Management registered with the SEC?","answer":"Yes, Platform Wealth Management has been registered with the SEC as an investment adviser since 28 February 2024. Its CRD number is 329313 and its SEC file number is 801-129811.","source":"Form ADV Part 1A, Item 1, filed 15 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Platform Wealth Management?","answer":"Platform Wealth Management’s main office is at 6510 S. Millrock DR, Holladay, UT 84121. Its phone number is 385-243-0553. 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