RIA Intel›Advisers›Ohio›PURPOSE WEALTH MANAGEMENT, LLC

PURPOSE WEALTH MANAGEMENT, LLC

Advisory

N·LEBANON, OH

Data as of Dec 9, 2014 · Source: SEC Form ADV

Total AUM

$312M

1-Year AUM Growth

+38.0%

3-Year CAGR

+41.5%

Employees

1

Assets Under Management

Total AUM$312M

Discretionary AUM$306M

Non-Discretionary AUM$6M

Discretionary %98%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record21

First FilingSep 28, 2009

Latest FilingDec 9, 2014

🔒 Full AUM trend chart and 21 historical filings spanning 5+ 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 PURPOSE WEALTH MANAGEMENT, LLC

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