Leland Gropper
Platform Wealth Advisors · Holladay, Utah
Leland Gropper is a fee-only financial advisor at Platform Wealth Advisors in Holladay, Utah. 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 |
| SEC registration | Investment adviser representative in CA · CRD 7911422 |
| Exams passed | Series 66 (2026) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | platformadvise.com/pwa-team |
| Profile |
How Leland'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 Leland
Is Leland Gropper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leland 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 Leland charge for financial advice?
Leland's firm, Platform Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leland Gropper based?
Leland Gropper is based in Holladay, Utah.
Is Leland Gropper registered with the SEC?
Yes. Leland Gropper is registered as an investment adviser representative in CA (CRD 7911422), 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 Leland Gropper?
Through Leland'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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