RIA Intel›Advisers›Colorado›PLATTE WEST WEALTH MANAGEMENT, LLC

PLATTE WEST WEALTH MANAGEMENT, LLC

Advisory

Data as of Feb 5, 2026 · Source: SEC Form ADV

Average account

$354K

across 72 accounts

AUM per adviser

$25M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$25M

Discretionary %

100%

Clients

28

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

KINDRED FINANCIAL LLC

LAKEWOOD, CO

$26M

HUNTLEY THATCHER ELLSWORTH, LTD.

COLORADO SPRINGS, CO

$26M

-85.1% 1Y

MANDALA FINANCIAL ADVISORS LLC

SALIDA, CO

$25M

GRANDERSON WEALTH MANAGEMENT GROUP INC

DENVER, CO

$26M

CENTRIX CAPITAL MANAGEMENT

CENTENNIAL, CO

$26M

ABBOUD FINANCIAL PLANNING, INC.

$25M

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