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Firstpurpose Wealth LLC
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CRD # | 145593 |
SEC # | 801-68547 |
CIK # | 0001913420 |
AUM | $540.2 MM (2024-03-29) |
Employees | 46 (52% Investors, 28% Brokers) |
Phone | 801-221-2939 |
Address | 462 E 800 N Orem, UT 84097 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,102 | 165.3 |
(b) Individuals (high net worth individuals) | 209 | 290.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.9 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 1.6 |
(n) Other | 0 | 0.0 |
Total | 3,255 | 458.1 |
By Discretionary | ||
Discretionary | 3,237 | 457.8 |
Non-Discretionary | 18 | 0.3 |
Total | 3,255 | 458.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 458.1 | |
Total | 3,255 | 458.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001913420] |
Comparable Firms | State | AUM ($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
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|
TX | 0.5 |