Platte River Wealth Advisors, LLC

Platte River Wealth Advisors, LLC (CRD# 304224) is a financial advisory firm headquartered in Louisville, CO. They manage $544,269,827 in 281 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
726 Front Street, Suite 230, Louisville, CO 80027
http://www.platteriverwa.com/
By the Numbers
  • Total Assets Under Management
    544
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $1,936,903
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NH, TX

Financial Advisors at Platte River Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jenny Dudrey, financial advisor Louisville CO
Jenny M. Dudrey
CRD#: 2810072
726 Front Street, Suite 230, Louisville, CO 80027

Jenny Dudrey (CRD# 2810072) is an Investment Advisor Representative working at Platte River Wealth Advisors, LLC in Louisville, CO and has over 21 years of experience in the finance industry.

2
Tyler Olsen, financial advisor Louisville CO
Tyler R. Olsen
CRD#: 4588424
726 Front Street, Suite 230, Louisville, CO 80027

Tyler Olsen (CRD# 4588424) is an Investment Advisor Representative working at Platte River Wealth Advisors, LLC in Louisville, CO and has over 20 years of experience in the finance industry.

3
Warren Baker, financial advisor Louisville CO
Warren P. Baker
CRD#: 2407505
726 Front Street, Suite 230, Louisville, CO 80027

Warren Baker (CRD# 2407505) is an Investment Advisor Representative working at Platte River Wealth Advisors, LLC in Louisville, CO and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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