Platinum Wealth Partners

Platinum Wealth Partners (CRD# 145507) is a financial advisory firm headquartered in Tampa, FL. They manage $523,698,346 in 2,400 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    524
    MILLION
  • Total Number of Accounts
    2,400
    ACCOUNTS
  • Average Account Value
    $218,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Platinum Wealth Partners
Showing 1 - 10 of 16 top financial advisors.
1
James R. Abraham
CRD#: 399
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

James Abraham (CRD# 399) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has over 38 years of experience in the finance industry.

2
Dale J. Boettcher
CRD#: 1228871
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

Dale Boettcher (CRD# 1228871) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has over 34 years of experience in the finance industry.

3
Darryl J. Brown
CRD#: 4033662
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

Darryl Brown (CRD# 4033662) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has over 16 years of experience in the finance industry.

4
David R. Forward
CRD#: 211618
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
93
Wealthminder
score

David Forward (CRD# 211618) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has over 5 years of experience in the finance industry.

5
Stephen M. Geis
CRD#: 1108494
147 2nd Ave S., Suite 403, Saint Petersburg, FL 33701
92
Wealthminder
score

Stephen Geis (CRD# 1108494) is an Investment Advisor Representative working at Platinum Wealth Partners in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

6
Nicholas E. Day
CRD#: 6175335
1100 5th Avenue, Suite 308, Naples, FL 34102
90
Wealthminder
score

Nicholas Day (CRD# 6175335) is an Investment Advisor Representative working at Platinum Wealth Partners in Naples, FL and has over 4 years of experience in the finance industry.

7
Richard M. Ehrgott
CRD#: 6032262
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
90
Wealthminder
score

Richard Ehrgott (CRD# 6032262) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has over 4 years of experience in the finance industry.

8
Stephen D. Lewis
CRD#: 6737699
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
88
Wealthminder
score

Stephen Lewis (CRD# 6737699) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has 1 year of experience in the finance industry.

9
Christopher E. Snedeker
CRD#: 6736900
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
88
Wealthminder
score

Christopher Snedeker (CRD# 6736900) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has 1 year of experience in the finance industry.

10
Anh Tuan Hoang
CRD#: 6839581
100 N. Tampa Street, Suite 1600, Tampa, FL 33602
87
Wealthminder
score

Anh Tuan Hoang (CRD# 6839581) is an Investment Advisor Representative working at Platinum Wealth Partners in Tampa, FL and has 1 year of experience in the finance industry.

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