PLATFORM WEALTH MANAGEMENT, LLC of HOLLADAY, UT is an SEC-registered investment adviser (CRD 329313). Regulatory assets under management: $509.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ryan Bateman | CHIEF FINANCE OFFICER | Salt Lake City, UT |
| Chapman A Edward | CHIEF OPERATIVE OFFICER | Charlotte, NC |
| Kirk Brian Stovesand | MEMBER | — |
| Taralyn Nmn Nicholas | DIRECTOR OF RISK AND COMPLIANCE, CHIEF COMPLIANCE OFFICER | — |
| Reyes R Florez | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| Tyson Edward Chapman | CHIEF OPERATIVE OFFICER; MEMBER | — |
| Paul Solie | CHIEF INFORMATION SECURITY OFFICER | — |
| STOVESAND KIRK BRIAN | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| NICHOLAS TARALYN NMN | DIRECTOR OF RISK AND COMPLIANCE, CHIEF COMPLIANCE OFFICER | — |
| FLOREZ REYES R | CHIEF EXECUTIVE OFFICER | — |