Overview
Assets Under Management: $544 million
Headquarters: LOUISVILLE, CO
High-Net-Worth Clients: 65
Average Client Assets: $8.1 million
Frequently Asked Questions
PLATTE RIVER WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304224), PLATTE RIVER WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
PLATTE RIVER WEALTH ADVISORS, LLC is headquartered in LOUISVILLE, CO.
PLATTE RIVER WEALTH ADVISORS, LLC serves 65 high-net-worth clients according to their SEC filing dated February 19, 2024. View client details ↓
According to their SEC Form ADV, PLATTE RIVER WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PLATTE RIVER WEALTH ADVISORS, LLC manages $544 million in client assets according to their SEC filing dated February 19, 2024.
According to their SEC Form ADV, PLATTE RIVER WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.43%
Average Client Assets: $8.1 million
Total Client Accounts: 281
Discretionary Accounts: 281
Regulatory Filings
CRD Number: 304224
Filing ID: 1824965
Last Filing Date: 2024-02-19 11:34:00