Investment adviser · CRD 312022
PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
· Form ADV filed Jun 13, 2025
- Regulatory AUM
- $131M Form ADV · Item 5.F
- Client accounts
- 526 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $92,100,000 | 70.3% |
| Individuals | 107 | $35,800,000 | 27.3% |
| Other investment advisers | Fewer than 5 | $3,100,000 | 2.4% |
Filing source
Form ADV 1997551 · Jun 13, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 13, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 312022
Filing source
Form ADV 1997551 · Jun 13, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.