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PLATTE RIVER WEALTH ADVISORS, LLC

LOUISVILLE, CO · CRD 304224 · IAPD ↗ · platteriverwa.com · 720-738-9010

$544.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2025 — PLATTE RIVER WEALTH ADVISORS, LLC (LOUISVILLE, CO) left the SEC roster (was $544.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2024 — PLATTE RIVER WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — PLATTE RIVER WEALTH ADVISORS, LLC crossed $500M in regulatory AUM ($447.9M -> $544.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.