RIA Intel›Advisers›Virginia›PURPOSE DRIVEN WEALTH ADVISORS LLC

PURPOSE DRIVEN WEALTH ADVISORS LLC

Advisory

RICHMOND, VA

Data as of Aug 25, 2026 · Source: SEC Form ADV

Average account

$365K

across 14 accounts

AUM per adviser

$5M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$5M

Discretionary %

100%

Clients

14

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

14 clients

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

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

FRY'S PATH CAPITAL, LLC

CHARLOTTESVILLE, VA

$5M

BPD WEALTH MANAGEMENT LLC

$5M

DREAM FINANCIAL PLANNING LLC

HERNDON, VA

$5M

1693 ANALYTICS, LLC

$5M

BE WATER INVESTMENTS LLC

$5M

WEST POTOMAC CAPITAL LLC

ARLINGTON, VA

$5M

-99.8% 1Y

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