PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC
SEC RegisteredInvest With Purpose
About the firm
At Purpose Comprehensive Wealth Management, we're passionate about helping people. As a fee-only, fiduciary wealth manager, we work to define what your best life might look like and utilize our knowledge and experience to take the steps to get there.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management, investment management, retirement planning, tax preparation and planning, and insurance consulting.
Who they serve
High-net-worth individuals, those seeking guidance related to their pension, and widows experiencing difficult challenges.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 107 | $36M |
| High Net Worth Individuals | 34 | $92M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $1,000,000 | 1.50% |
| $1,000,000 – $1,999,999 | 1.25% |
| $2,000,000 – $4,999,999 | 0.95% |
| $5,000,000 – $9,999,999 | 0.85% |
| $10,000,000 or more | 0.75% |
Data as of June 13, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.