Platte West Wealth Management, LLC

Platte West Wealth Management, LLC (CRD# 158954) is a financial advisory firm headquartered in , . They manage $16,310,138 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.plattewest.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $326,203
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Platte West Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Hercher, financial advisor Castle Pines CO
John W. Hercher
CRD#: 1390880
Castle Pines, CO

John Hercher (CRD# 1390880) is an Investment Advisor Representative working at Platte West Wealth Management, LLC in Castle Pines, CO and has over 12 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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