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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Purpose Comprehensive Wealth Management LLC
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|---|---|
| CRD # | 312022 |
| SEC # | 801-132446 |
| CIK # | |
| AUM | $131.0 M (2025-06-13) |
| Employees | 7 (100% Investors, 14% Brokers) |
| Phone | 262-939-1488 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 35.8 |
| (b) Individuals (high net worth individuals) | 34 | 92.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 3.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 131.0 |
| By Discretionary | ||
| Discretionary | 526 | 131.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 526 | 131.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.0 | |
| Total | 526 | 131.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Black Capital Management LLC
✚
|
0.1 | |
|
White & Company Financial Planning Inc
✚
|
WA | 0.1 |
|
Pivot Point Advisors LLC
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TX | 0.1 |
|
Ssb&T Wealth Management LLC
✚
|
TX | 0.1 |
|
Olive Branch Capital LLC
✚
|
0.1 | |
|
Summitas Investment Management LLC
✚
|
0.1 | |
|
Sherman Asset Management Inc
✚
|
CA | 0.1 |
|
Retiremitten Financial LLC
✚
|
MI | 0.1 |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 0.1 |
|
Indfin LLC
✚
|
0.1 |