Platte West Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,955,983
Clients
23
Advisors
1
of 1 employees
About
Platte West Wealth Management serves individuals, high‑net‑worth clients, trusts, estates and business entities, and specifically notes work with corporate clients and pension or profit‑sharing plans. The firm provides fee‑based financial planning and discretionary investment management, and when appropriate offers insurance products such as life insurance and annuities.
Client engagements begin with an investor questionnaire and result in a tailored written financial plan that informs asset allocation and portfolio management; accounts are reviewed with clients at least quarterly and monitored internally on a weekly basis. Investment implementation can include mutual funds, ETFs, stocks, bonds, CDs and annuities, and the firm uses charting, fundamental and technical analysis with both long‑ and short‑term strategies.
Noteworthy features include an affiliation with a CPA practice that provides tax and accounting services and a licensed insurance capability that may generate commission compensation for insurance and annuity sales—conflicts the firm discloses and addresses. The firm also highlights experience working with business succession and mergers and acquisitions for corporate clients, notes historical management of very large client funds, and reports placing annuity accounts with providers such as Pacific Life, Nationwide and Lincoln Financial.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees ranging from $1,000 to $5,000 depending on service and complexity
Commission compensation for life insurance and annuity sales by licensed agent
$250 per hour for Financial Planning services
Account minimum: $100,000 (negotiable)
Main office
Castle Pines CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Platte West Capital, LLC · Platte West Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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