Missouri City, TX Office

Platform Wealth Advisors is a registered investment adviser serving individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses with investment management, employee retirement plan services, financial planning and consulting. As of May 2026 the firm manages roughly $509 million in client assets (about $471 million discretionary) and provides ongoing monitoring, reporting and advice on approximately $414 million in assets under advisement.

PWA’s investment approach is grounded in Modern Portfolio Theory and emphasizes passive, asset‑class exposure implemented primarily through no‑load mutual funds and ETFs, documented investment policy statements, and periodic reviews (including Monte Carlo analyses) to guide allocation and rebalancing. The firm routinely uses model portfolios and delegates discretionary portfolio management to Focus Partners Advisor Solutions (FPAS) for certain accounts, while generally pursuing a buy‑and‑hold, low‑turnover strategy.

The brochure highlights several features that are less common among peers: a formal affiliation with accounting and consulting practices (Walpole Advisors/Hamilton Mercer Advisors and Sandpiper Consulting) with shared personnel and referral arrangements and a network of about 53 affiliated professionals providing tax and bookkeeping services. It also discloses operational distinctions — including the use of borrowing in separately managed accounts, delegated fixed‑income trading and trade aggregation through FPAS, a third‑party cash‑sweep aggregator (Flourish Cash), and standing letters‑of‑authorization for transfers — that can affect implementation and custody mechanics.