# PLATINUM WEALTH PARTNERS, INC.

PLATINUM WEALTH PARTNERS, INC. of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 145507
- Type: SEC-registered investment adviser
- SEC file number: 801-72447
- Location: 100 N. TAMPA STREET, SUITE 1600, TAMPA, FL, 33602
- Phone: 813-579-1660
- Latest filing: 2017-12-15
- Regulatory AUM: $523.7M
- Discretionary AUM: $503.7M
- Non-discretionary AUM: $20.0M
- Clients: 28
- Accounts: 2,400

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| CAMPBELL ROBERT JOSEPH | OWNER/CHIEF COMPLIANCE OFFICER | — |
| POTTER DAVID LEONARD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, CHIEF LEGAL OFFICER (+1 more) | — |
| CAMPBELL CHARLES BRADLEY | CHIEF INVESTMENT OFFICER | — |
| DOBBS ROBERT LOMAX | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145507/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145507/similar
- Related entities: https://search.stillhousedata.com/firm/145507/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145507

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.