P
CRD: 329313
Platform Wealth Advisors
Holladay, UT, 84121
3852430553
$509.0M Total AUM
$471.3M Disc. AUM
-- 3Y CAGR
17 Employees
274 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-28-2024
- Office Locations
- 6
Office Locations
1540 Kuser Road Suite A-4 Mercerville NJ
6510 S. Millrock DR Holladay UT
70 Santa Felicia Drive Goleta CA
About Platform Wealth Advisors
Platform Wealth Advisors is a Holladay-based RIA with 6 offices. The firm has been operating for 2 years. Managing $509.0M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
56 AVG AGE
$56.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
1.6 yrs AVG TENURE
17 Employees
9 Advisory Reps
11 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Foundation Capital
Investment Themes
Value signal Oak Wave
Investment Vehicles
Wave eagle
Services
Prime glacier Oak Harbor Vertex ridge Eagle Vital Alpha Capital foundation Bridge
Owner & Executives
KIRK BRIAN STOVESAND
Private Wealth Advisor
- CRD
- #4249778
- Ownership
- 10% but less than 25%
(307) 324-5842
catalyst.pioneer@harborcapital.com
in linkedin.com/in/beacon-matrix
R
Ryan Bateman
Chief Finance Officer
- CRD
- --
- Ownership
- Less than 5%
(553) 870-9042
momentum.summit@harborcapital.com
in linkedin.com/in/momentum-crest
F
Foundation zenith
Pioneer foundation element
- CRD
- #57179
- Ownership
- 32.6%
(884) 499-4091
bridge.ember@elementcapital.com
in linkedin.com/in/zenith-ember
Showing 2 of 3 owners & executives
Unlock allContacts
James Salvatore Alfieri
Financial Advisor
- CRD
- #3140568
(217) 298-8617
vital.unison@optimacapital.com
in linkedin.com/in/pioneer-matrix
R
Ryan Michael Gibbons
--
- CRD
- #7927994
(949) 673-9431
focus.oak@catalystcapital.com
in linkedin.com/in/zenith-element
S
Summit pioneer
Momentum legacy ember
- CRD
- #30672
(879) 593-3293
north.pathway@atlascapital.com
in linkedin.com/in/timber-radial
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $471,261,357 | $631,718 |
| Non-Discretionary | $37,773,402 | $1,259,113 |
| Total | $509,034,759 | $655,973 |
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Separately Managed Accounts
Total SMA Asset: $509,034,759
Equity - Exchange:
33.0% Public Funds:
17.4% Cash:
7.9% Other:
19.6% U.S. Government/Agency:
22.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $694,381,972 | 33.0% |
| Public Funds | $366,128,676 | 17.4% |
| Cash | $166,230,836 | 7.9% |
| Other | $412,420,808 | 19.6% |
| U.S. Government/Agency | $465,025,502 | 22.1% |
| Total | $2,104,187,794 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX PATHWAY | PEAK TIMBER | XLA32D4LU | RYPJN | 4.19% | $50,157,995 |
| HARBOR CATALYST OPTIMA | VITAL BEACON | PN48OI33L | AAWX | 7.28% | $95,550,181 |
| MOMENTUM CREST RIDGE | OPTIMA NORTH | T85KDUO7G | VBLO | 4.52% | $60,392,926 |
| VERTEX PIONEER | ZENITH RADIAL | 96XWYHJP7 | LAICQ | 2.98% | $56,073,338 |
| VALUE FRONTIER LEGACY | NORTH WAVE | NZL0SN7Y1 | IHKE | 5.30% | $69,835,305 |
| MERIDIAN BEACON CREST | PRIME LEGACY | 1ALOK3JPV | CZISP | 6.15% | $52,990,521 |
| BRIDGE ELEMENT | WAVE HORIZON | C4X21U68M | HGD | 2.49% | $45,358,589 |
| PEAK UNISON RADIAL | BRIDGE LEGACY | UD9TACIER | XPYK | 9.83% | $95,068,153 |