# Platform Wealth Advisors

Platform Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** platformwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/platform-wealth-advisors

## Regulatory record

- **CRD number:** 329313
- **SEC file number:** 801-129811
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329313

## About

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.

## People

- Michael Kennedy — Managing Director

## 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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Last updated: 2026-07-06T01:24:23.363Z

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