Investment adviser · CRD 144829

PURPOSE WEALTH

Investment adviser filing (IA)

PURPOSE WEALTH MANAGEMENT, LLC

LEBANON, OH, United States · Form ADV filed Dec 9, 2014

Regulatory AUM
$312M
Form ADV · Item 5.F
Client accounts
506
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 9, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

1607 MARIETTA DRIVE
LEBANON, OH, 45036, United States

CRD 144829

Filing source

Form ADV 859898 · Dec 9, 2014 · 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.