RIA Intel›Advisers›Colorado›PURPOSE WEALTH LLC

PURPOSE WEALTH LLC

Advisory

Data as of Jun 2, 2026 · Source: SEC Form ADV

Average account

$180K

across 71 accounts

AUM per adviser

$13M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM

$13M

Discretionary %

100%

Clients

15

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$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

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

15 clients

13 high-net-worth

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

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Advisers of similar size in CO

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

WOLFF FINANCIAL ADVISORS, LLC

BROOMFIELD, CO

$13M

FREDERICK HOLMES CRON

$13M

HOSKIN CAPITAL, LLC

$13M

CHOICE INVESTMENT MANAGEMENT LLC

GREENWOOD VILLAGE, CO

$13M

-83.2% 1Y

ADVANTAGE FINANCIAL SERVICES, INC.

LITTLETON, CO

$13M

STEVENSON ADVISORS, LLC

ASPEN, CO

$13M

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