Firstpurpose Wealth LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Firstpurpose Wealth LLC
CRD #145593
SEC #801-68547
CIK #0001913420
AUM $540.2 MM (2024-03-29)
Employees 46 (52% Investors, 28% Brokers)
Phone801-221-2939
Address462 E 800 N
Orem, UT 84097
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
60048036024012002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,102 165.3
(b) Individuals (high net worth individuals) 209 290.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.6
(n) Other 0 0.0
Total 3,255 458.1
By Discretionary
Discretionary 3,237 457.8
Non-Discretionary 18 0.3
Total 3,255 458.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 458.1
Total 3,255 458.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001913420]
Comparable Firms State AUM ($BB)
Financial Plans & Strategies Inc
IN 0.5
Hopwood Financial Services Inc
VA 0.5
Climber Capital Sa
0.5
Compass Wealth Management LLC
CT 0.5
Service Academy Capital Management LLC
TX 0.5
Eichner Investment Planning LLC
OH 0.5
Ritter Daniher Financial Advisory LLC
OH 0.5
Invex Advisors LLC
FL 0.5
Personal Investment Management Inc
WA 0.5
Tython Capital LLC
TX 0.5
Terms | Privacy | Guide
tony@aum13f.com