RIA Intel›Advisers›New Jersey›PURPOSE BUILT FINANCIAL SERVICES LLC

PURPOSE BUILT FINANCIAL SERVICES LLC

Advisory

MOORESTOWN, NJ

Data as of Jun 16, 2026 · Source: SEC Form ADV

Average account

$278K

across 83 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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