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Platform Wealth Advisors
PLATFORM WEALTH ADVISORS is an SEC-registered investment adviser in HOLLADAY, UT, registered since 2024. The firm manages $509 million in assets, with $471...
Overview
PLATFORM WEALTH ADVISORS is an SEC-registered investment adviser in HOLLADAY, UT, registered since 2024. The firm manages $509 million in assets, with $471 million on a discretionary basis. It has 17 employees and 11 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Principals
Michael Kennedy
Managing Director
Frequently asked questions
Who runs investment decisions at Platform Wealth Advisors?
Michael Kennedy serves as Managing Director and leads the firm's investment decisions. Platform operates as a lean advisory practice, with Kennedy directly involved in portfolio construction, manager selection, and client relationship oversight. The firm does not use a large investment committee structure typical of institutional asset managers.
Does Platform Wealth Advisors create its own investment products?
No. Platform does not manufacture proprietary funds or sell in-house investment products. The firm evaluates and selects external investment managers across public and private markets, constructing bespoke client portfolios. This product-free posture removes the conflict of interest that arises when an advisor earns fees from both asset management and asset allocation.
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