# PLATFORM WEALTH MANAGEMENT, LLC

PLATFORM WEALTH MANAGEMENT, LLC of HOLLADAY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 329313
- Type: SEC-registered investment adviser
- SEC file number: 801-129811
- Location: 6510 S. MILLROCK DR, HOLLADAY, UT, 84121
- Phone: (385) 243-0553
- Latest filing: 2026-06-04
- Regulatory AUM: $509.0M
- Discretionary AUM: $471.3M
- Non-discretionary AUM: $37.8M
- Clients: 17
- Accounts: 776

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329313/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329313/similar
- Related entities: https://search.stillhousedata.com/firm/329313/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329313

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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.