# FIRSTPURPOSE WEALTH LLC

FIRSTPURPOSE WEALTH LLC of OREM, UT is an SEC-registered investment adviser.

## Registration

- CRD: 145593
- Type: SEC-registered investment adviser
- SEC file number: 801-68547
- Location: 462 E 800 N, OREM, UT, 84097
- Phone: 801-221-2939
- Latest filing: 2024-03-29
- Regulatory AUM: $540.2M
- Discretionary AUM: $531.2M
- Non-discretionary AUM: $9.0M
- Clients: 46
- Accounts: 3,416

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| CARLSON BLAKE MATTHEW | CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR | — |
| BOWN KENNETH G | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; PARTNER (+1 more) | — |
| WHIPPLE TIMOTHY KIRKPATRICK | MANAGING DIRECTOR; PARTNER | — |
| TAYLOR ADAM NATHAN | CHIEF INVESTMENT OFFICER; WEALTH ADVISOR | — |
| ROLLINS CRAIG M | CEO/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| ARMSTRONG BRYANT LEE | CHIEF FINANCIAL OFFICER | — |
| MCMULLIN JASON LEE | WEALTH ADVISOR | — |
| SPAINHOWER JAMES E | WEALTH ADVISOR | — |
| STRASBURG ROBERT BRYANT | WEALTH ADVISOR | — |
| Armstrong Bryant | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145593/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145593/similar
- Related entities: https://search.stillhousedata.com/firm/145593/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145593

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.