PLATTE WEST WEALTH MANAGEMENT, LLC

PLATTE WEST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 158954). Regulatory assets under management: $25.5M.

Registration

• CRD: 158954
• Type: Registered investment adviser
• Phone: 303-503-9100
• Latest filing: 2026-02-05
• Regulatory AUM: $25.5M
• Discretionary AUM: $25.5M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158954 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search