Anita Peca
Platform Wealth Advisors · Holladay, Utah
Anita Peca is a fee-only financial advisor at Platform Wealth Advisors in Holladay, Utah, who holds the PFS credential. Platform Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Platform Wealth Advisors |
|---|---|
| Based in | Holladay, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $509.0M across 776 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CA · CRD 5293661 |
| Exams passed | Series 65 (2006) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | platformadvise.com/pwa-team |
How Anita's firm compares
- Platform Wealth Advisors's average account is about $656,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about Anita
Is Anita Peca a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anita holds no broker registration, and Platform Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anita charge for financial advice?
Anita's firm, Platform Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Anita Peca based?
Anita Peca is based in Holladay, Utah.
What credentials does Anita Peca hold?
Anita Peca holds the PFS credential.
Is Anita Peca registered with the SEC?
Yes. Anita Peca is registered as an investment adviser representative in CA (CRD 5293661), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platform Wealth Advisors manage?
Platform Wealth Advisors reports $509.0M across 776 accounts in assets under management.
How do I contact Anita Peca?
Through Anita's website, platformadvise.com/pwa-team.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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