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Building 2PLATTE RIVER WEALTH ADVISORS, LLC

Map pinLOUISVILLE, CO
Phone720-738-9010
NotebookSEC #801-116915
Total AUM
$544.3M
Employees
3
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
726 FRONT STREET
SUITE 230
LOUISVILLE
CO 80027
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
720-738-9010

ReceiptFinancials

Total AUM
$544.3M
Accounts
281
Discretionary
$544.3M
Accounts
281
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$2.1M
HNW Individual Clients
65
AUM
$524.8M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$15.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACONHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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