# Platform Advisor, LLC

> Platform Advisor, LLC is an exempt reporting adviser in Wilmington, DE, filing reports since 2013. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 167700
- Filed as: PLATFORM ADVISOR, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167700
- AdvisorCensus page: https://advisorcensus.com/firm/platform-advisor-llc-wilmington-de-167700

## Quick answers

**Where is Platform Advisor, LLC located?**
Platform Advisor, LLC's principal office is in Wilmington, DE, according to its Form ADV.

**How does Platform Advisor, LLC report to regulators?**
Platform Advisor, LLC is an exempt reporting adviser, filing reports since 2013. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 167700.

**Does Platform Advisor, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167700

**What changed in Platform Advisor, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2013 (13 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | March 31, 2022 |
| October 2023 | Not reported | Not reported | March 30, 2023 |
| October 2024 | Not reported | Not reported | June 14, 2024 |
| October 2025 | Not reported | Not reported | March 28, 2025 |
| October 2026 | Not reported | Not reported | June 4, 2026 |


## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Changed its legal name from Angellist Advisors, LLC to Platform Advisor, LLC.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Platform Advisor, LLC (CRD 167700): Form ADV filing data as of October 2026.
