P
CRD: 158954
Platte West Wealth Management, LLC
Castle Pines, CO
3035039100
$25.5M Total AUM
$25.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Lincoln Financial · Nationwide
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-31-2012
- Office Locations
- 1
Office Locations
-- Castle Pines CO
About Platte West Wealth Management, LLC
Platte West Wealth Management, LLC is a Castle Pines-based RIA. The firm has been operating for 13 years. Managing $25.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$910.3K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Client Personas
Delta Vector zenith
Investment Themes
Fusion glacier Legacy
Investment Vehicles
Eagle
Services
Pathway vector Insight Legacy Optima ridge North
Owner & Executives
J
JOHN WILLIAM HERCHER
Chief Compliance Officer, Managing Member
- CRD
- #1390880
- Ownership
- 75% or more
(244) 309-2006
value.vertex@elementcapital.com
in linkedin.com/in/glacier-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,488,039 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,488,039 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,488,039
Equity - Exchange:
28.2% Corporate - Investment Grade:
22.9% Private Funds:
19.6% Public Funds:
11.5% U.S. Government/Agency:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,366,573,757 | 28.2% |
| Corporate - Investment Grade | $1,921,792,164 | 22.9% |
| Private Funds | $1,644,852,682 | 19.6% |
| Public Funds | $965,092,135 | 11.5% |
| U.S. Government/Agency | $1,493,794,782 | 17.8% |
| Total | $8,392,105,520 | 100.0% |