RIA Intel›Advisers›Florida›PLATINUM WEALTH PARTNERS, INC.

PLATINUM WEALTH PARTNERS, INC.

Advisory

N·TAMPA, FL

Data as of Dec 15, 2017 · Source: SEC Form ADV

Total AUM
$524M
1-Year AUM Growth
+56.3%
3-Year CAGR
+38.4%
Employees
23
Assets Under Management
Total AUM$524M
Discretionary AUM$504M
Non-Discretionary AUM$20M
Discretionary %96.2%
Total Clients—
Team
Total Employees23
Investment Advisers28
Employee Growth (1Y)—
Filing History
Total Filings on Record44
First FilingJun 2, 2011
Latest FilingDec 15, 2017
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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