FIRSTPURPOSE WEALTH LLC

FIRSTPURPOSE WEALTH LLC of OREM, UT is an SEC-registered investment adviser (CRD 145593). Regulatory assets under management: $540.2M.

Registration

Officers, owners & control persons (10)

NameRoleLocation
CARLSON BLAKE MATTHEWCHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR—
BOWN KENNETH GCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; PARTNER (+1 more)—
WHIPPLE TIMOTHY KIRKPATRICKMANAGING DIRECTOR; PARTNER—
TAYLOR ADAM NATHANCHIEF INVESTMENT OFFICER; WEALTH ADVISOR—
ROLLINS CRAIG MCEO/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER (+1 more)—
ARMSTRONG BRYANT LEECHIEF FINANCIAL OFFICER—
MCMULLIN JASON LEEWEALTH ADVISOR—
SPAINHOWER JAMES EWEALTH ADVISOR—
STRASBURG ROBERT BRYANTWEALTH ADVISOR—
Armstrong BryantCHIEF FINANCIAL OFFICER—

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