PURPOSEFUL PLANNING

PURPOSEFUL PLANNING of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 299221). Regulatory assets under management: $24.6M.

Registration

• CRD: 299221
• Type: Registered investment adviser
• Location: 5940 S. RAINBOW BLVD., LAS VEGAS, NV, 89118
• Phone: 702-806-6720
• Latest filing: 2026-03-31
• Regulatory AUM: $24.6M
• Non-discretionary AUM: $24.6M
• Clients: 1
• Accounts: 33

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299221 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search