PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 312022). Regulatory assets under management: $131.0M.

Registration

• CRD: 312022
• SEC file number: 801-132446
• Type: Registered investment adviser
• Phone: 262-939-1488
• Latest filing: 2025-06-13
• Regulatory AUM: $131.0M
• Discretionary AUM: $131.0M
• Clients: 7
• Accounts: 526

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search