Platform Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

329313

SEC number

801-129811

Firm type

RIA

Assets under management

$509.0M as of Jun 4, 2026

Website

www.linkedin.com/company/platform-wealth-advisors/about ↗

Phone

(385) 243-0553

Address

6510 S. Millrock Dr, Holladay, UT, 84121

Advisors at this firm

11 in our index · page 1 of 1

• James Salvatore AlfieriCRD 3140568 · Missouri City, TX
  IA RegisteredRegistration inactive
• Ryan Michael GibbonsCRD 7927994 · Goleta, CA
  IA Registered
• Leland Alexander GropperCRD 7911422 · Goleta, CA
  IA RegisteredRegistration inactive
• Paul Kevin MannionCRD 4764558 · Goleta, CA
  IA Registered
• Peter Scott MartinCRD 3156702 · Morganville, NJ
  IA RegisteredRegistration inactive
• Anita J PecaCRD 5293661 · Goleta, CA
  IA Registered
• Donovan RobersonCRD 6878943 · Goleta, CA
  IA RegisteredRegistration inactive
• Matthew T RoyerCRD 8104213 · Mercerville, NJ
  IA Registered
• Albert Vincent SilvestriCRD 3140213 · Forked River, NJ
  IA RegisteredRegistration inactive
• Kirk Brian StovesandCRD 4249778 · Goleta, CA
  IA Registered
• Marlin Bryce StovesandCRD 6704432 · Goleta, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.