RIA Intel›Advisers›Utah›FIRSTPURPOSE WEALTH LLC

FIRSTPURPOSE WEALTH LLC

Advisory

N·OREM, UT

Data as of Mar 29, 2024 · Source: SEC Form ADV

Total AUM

$540M

1-Year AUM Growth

+17.9%

3-Year CAGR

+15.4%

Employees

24

Assets Under Management

Total AUM$540M

Discretionary AUM$531M

Non-Discretionary AUM$9M

Discretionary %98.3%

Total Clients—

Team

Total Employees24

Investment Advisers46

Employee Growth (1Y)—

Filing History

Total Filings on Record43

First FilingNov 1, 2007

Latest FilingMar 29, 2024

🔒 Full AUM trend chart and 43 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIRSTPURPOSE WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.