PURPOSE WEALTH MANAGEMENT, LLC

PURPOSE WEALTH MANAGEMENT, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 144829). Regulatory assets under management: $312.1M.

Registration

• CRD: 144829
• SEC file number: 801-70673
• Type: Registered investment adviser
• Location: 9415 MONTGOMERY RD., SUITE H, CINCINNATI, OH, 45242
• Phone: 5138348056
• Latest filing: 2014-12-09
• Regulatory AUM: $312.1M
• Discretionary AUM: $306.0M
• Non-discretionary AUM: $6.1M
• Clients: 1
• Accounts: 506

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• CRD 144829 on SEC IAPD (source of record)
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