About Platte River Wealth Advisors, LLC
<p>Founded in 2019, Platte River Wealth Advisors, LLC is an SEC-registered investment advisor with $0.6B in assets under management (2026). The firm is headquartered in Louisville in the Boulder–Denver metro area, with additional offices in Casper, Wyoming and The Woodlands in the Houston area, and it works with clients nationwide.</p> <p>Platte River Wealth Advisors provides wealth management and financial planning, with retirement planning as a regular part of client engagements. For workplace retirement plans, the firm offers 3(21) fiduciary support as a <a href="/plan-advisors">plan advisor</a>.</p> <p>Clients often use the firm for retirement plan rollovers, business planning, estate planning strategies, and trust accounts. The focus is on aligning recommendations with each client’s goals and values and keeping planning conversations practical and easy to follow.</p> <p>One differentiator is the firm’s combination of multi-state office coverage with a service mix that includes both ongoing wealth management and 3(21) retirement plan advisory work.</p> <ul> <li>SEC-registered investment advisor</li> <li>Wealth management and financial planning</li> <li>Retirement planning and 401(k) rollovers</li> <li>3(21) fiduciary services for employer plans</li> <li>Business planning, estate planning strategies, and trust accounts</li> </ul>
Website: https://www.platteriverpw.com/
Founded: 2019
Office Locations
- Louisville, CO (Headquarters)
- Casper, WY
- The Woodlands, TX
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $600.0M