Platte River Wealth Advisors, LLC

Platte River Wealth Advisors, LLC is a Registered Investment Adviser specializing in helping clients build, manage, preserve, and transfer their wealth. Established in July 2019, the firm is owned by Tyler Olsen and Warren Baker. Platte River offers investment advisory services on a discretionary basis, primarily allocating client assets among equities, ETFs, mutual funds, and debt securities based on clients' investment objectives and income needs. The firm provides comprehensive financial and investment plans tailored to individual client goals and conducts periodic portfolio reviews. Platte River acts as a fiduciary, obligated to act in clients' best interests. The firm may offer financial planning services for a fee, focusing on various financial goals and objectives. Additionally, Platte River may engage third-party money managers for client accounts, ensuring they meet specific criteria. The firm charges advisory fees based on a percentage of assets under management, with a tiered fee structure. Platte River does not charge performance-based fees or engage in side-by-side management. The firm does not participate in soft dollar programs and does not receive compensation for client referrals. Clients are encouraged to review account statements provided by the custodian and compare them with reports from the firm. Platte River does not have custody of client funds or securities but may have constructive custody under certain circumstances. The firm exercises investment discretion for discretionary accounts, with clients granting authority for investment decisions. Platte River does not vote client securities and does not prepay fees exceeding $1200 per client. The firm has no financial condition impairing its ability to meet client commitments and has not been subject to bankruptcy.