Purpose Comprehensive Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 312022
- Registered since
- April 17, 2025
- Website
- purposecwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.31%
- Individuals27.33%
- Other Investment Advisers2.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Purpose Comprehensive Wealth Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. Established in 2025, the firm operates as a limited liability company and is owned by an individual. With a client base primarily composed of individuals and families, the firm employs a fee structure based on a percentage of assets under management. Purpose Comprehensive Wealth Management does not engage in capital allocation or ESG investing, and it is not classified as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents12%
- US Government Bonds4%
- Public Funds/Mutual Funds4%
Contacts
1 of 1
Aaron Olson
Senior Wealth ManagerCRD 5207302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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