PLATTE RIVER WEALTH ADVISORS, LLC
Adviser information for PLATTE RIVER WEALTH ADVISORS, LLC last updated from Form ADV on February 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 281 | $544.3M |
| Non-Discretionary | 0 | $0 |
| Total | 281 | $544.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 15 | $2.1M |
| HNW Individuals | 65 | $524.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $15.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
726 FRONT STREETSUITE 230
LOUISVILLE
CO
United States
Monday - Friday, 8AM TO 4PM
Tel: 720-738-9010, Fax: None
Websites
Chief Compliance Officer
JENNY MARIE DUDREY
726 FRONT STREET
SUITE 230
LOUISVILLE
CO
United States
Tel:
720-738-9013
M***********@****************M
(Full email address available in API data)
Regulatory Contact
TYLER OLSEN
MANAGING MEMBER
726 FRONT STREET
SUITE 230
LOUISVILLE
CO
United States
Tel:
720-738-9010
T**********@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DUDREY, JENNY, MARIE | Individual | – | CCO | 06/2019 | < 5% |
| OLSEN, TYLER, RICHARD | Individual | – | MANAGING MEMBER | 06/2019 | > 75% |
| BAKER, WARREN, PATRICK | Individual | – | DIRECTOR OF INVESTMENT STRATEGY | 08/2020 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AFLAC INC | COM | 250K | 3K | – |
| ALPHABET INC | CAP STK CL A | 1M | 6K | – |
| ALPHABET INC | CAP STK CL C | 10M | 54K | – |
| AMAZON COM INC | COM | 1M | 7K | – |
| AMERICAN TOWER CORP NEW | COM | 256K | 1K | – |
| APPLE INC | COM | 13M | 64K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
| BLACKROCK INC | COM | 2M | 2K | – |
| BOSTON SCIENTIFIC CORP | COM | 2M | 20K | – |
| CATERPILLAR INC | COM | 311K | 935 | – |
| CHUBB LIMITED | COM | 218K | 855 | – |
| CISCO SYS INC | COM | 869K | 18K | – |
| COSTCO WHSL CORP NEW | COM | 881K | 1K | – |
| DDC ENTERPRISE LTD | SHS CL A | 54K | 70K | – |
| DISNEY WALT CO | COM | 256K | 3K | – |
| EATON CORP PLC | SHS | 2M | 6K | – |
| ELI LILLY & CO | COM | 7M | 8K | – |
| EQUINIX INC | COM | 606K | 801 | – |
| EXTRA SPACE STORAGE INC | COM | 594K | 4K | – |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 435K | 8K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 242K | 3K | – |
| GLOBE LIFE INC | COM | 2M | 27K | – |
| HANCOCK JOHN TAX-ADVANTAGED | COM | 540K | 27K | – |
| HOME DEPOT INC | COM | 936K | 3K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 294K | 2K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 655K | 14K | – |
| INVESCO QQQ TR | UNIT SER 1 | 13M | 27K | – |
| ISHARES TR | RUS 2000 GRW ETF | 408K | 2K | – |
| ISHARES TR | CORE S&P MCP ETF | 4M | 63K | – |
| ISHARES TR | S&P MC 400VL ETF | 2M | 18K | – |
| ISHARES TR | S&P MC 400GR ETF | 2M | 23K | – |
| ISHARES TR | S&P 500 VAL ETF | 34M | 186K | – |
| ISHARES TR | CORE S&P500 ETF | 2M | 3K | – |
| ISHARES TR | S&P 500 GRWT ETF | 49M | 530K | – |
| ISHARES TR | RUS 1000 VAL ETF | 9M | 50K | – |
| ISHARES TR | RUS 1000 GRW ETF | 17M | 47K | – |
| ISHARES TR | RUS 2000 VAL ETF | 393K | 3K | – |
| ISHARES TR | RUSSELL 3000 ETF | 475K | 2K | – |
| ISHARES TR | RUS MID CAP ETF | 1M | 17K | – |
| ISHARES TR | RUS MD CP GR ETF | 4M | 41K | – |
| ISHARES TR | RUS MDCP VAL ETF | 3M | 25K | – |
| ISHARES TR | CORE US AGGBD ET | 798K | 8K | – |
| ISHARES TR | S&P 100 ETF | 402K | 2K | – |
| ISHARES TR | SELECT DIVID ETF | 3M | 23K | – |
| ISHARES TR | IBONDS DEC25 ETF | 2M | 79K | – |
| ISHARES TR | IBONDS DEC2026 | 6M | 237K | – |
| ISHARES TR | IBONDS 27 ETF | 6M | 236K | – |
| ISHARES TR | IBDS DEC28 ETF | 5M | 204K | – |
| ISHARES TR | IBONDS DEC 29 | 5M | 222K | – |
| ISHARES TR | IBONDS DEC 2030 | 7M | 315K | – |
| ISHARES TR | IBONDS DEC 2031 | 5M | 222K | – |
| ISHARES TR | IBONDS DEC 2032 | 4M | 178K | – |
| ISHARES TR | INTL SEL DIV ETF | 780K | 28K | – |
| ISHARES TR | NATIONAL MUN ETF | 7M | 68K | – |
| ISHARES TR | CORE HIGH DV ETF | 1M | 13K | – |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 7M | 143K | – |
| JOHNSON & JOHNSON | COM | 330K | 2K | – |
| JPMORGAN CHASE & CO. | COM | 4M | 21K | – |
| META PLATFORMS INC | CL A | 343K | 681 | – |
| MICROSOFT CORP | COM | 10M | 23K | – |
| MID-AMER APT CMNTYS INC | COM | 251K | 2K | – |
| MONDELEZ INTL INC | CL A | 377K | 6K | – |
| NIKE INC | CL B | 650K | 9K | – |
| NVIDIA CORPORATION | COM | 3M | 25K | – |
| NVIDIA CORPORATION | COM | 54K | 10K | – |
| ORACLE CORP | COM | 364K | 3K | – |
| PEPSICO INC | COM | 211K | 1K | – |
| PROCTER AND GAMBLE CO | COM | 445K | 3K | – |
| REGENERON PHARMACEUTICALS | COM | 403K | 383 | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 860K | 14K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1M | 5K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 765K | 1K | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 206K | 385 | – |
| SPDR SER TR | PRTFLO S&P500 GW | 2M | 26K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 2M | 38K | – |
| T-MOBILE US INC | COM | 241K | 1K | – |
| THE CIGNA GROUP | COM | 331K | 1K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 2M | 3K | – |
| TJX COS INC NEW | COM | 283K | 3K | – |
| UNION PAC CORP | COM | 2M | 7K | – |
| UNITED PARCEL SERVICE INC | CL B | 231K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 3M | 5K | – |
| US BANCORP DEL | COM NEW | 2M | 46K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 460K | 2K | – |
| VANGUARD BD INDEX FDS | INTERMED TERM | 9M | 120K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 10M | 40K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 429K | 5K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 18M | 49K | – |
| VANGUARD INDEX FDS | VALUE ETF | 29M | 178K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 684K | 3K | – |
| VANGUARD WORLD FD | INF TECH ETF | 363K | 630 | – |
| VISA INC | COM CL A | 306K | 1K | – |
| WESTERN COPPER & GOLD CORP | COM | 633K | 551K | – |
| ZOETIS INC | CL A | 746K | 4K | – |
| ZYNEX INC | COM | 280K | 30K | – |