Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 34
Average Client Assets: $2.7 million
Frequently Asked Questions
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312022), PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC serves 34 high-net-worth clients according to their SEC filing dated June 13, 2025. View client details ↓
According to their SEC Form ADV, PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC manages $131 million in client assets according to their SEC filing dated June 13, 2025.
According to their SEC Form ADV, PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.31%
Average Client Assets: $2.7 million
Total Client Accounts: 526
Discretionary Accounts: 526
Regulatory Filings
CRD Number: 312022
Filing ID: 1997551
Last Filing Date: 2025-06-13 13:13:00