RIA Intel›Advisers›Nevada›PURPOSEFUL PLANNING LLC

PURPOSEFUL PLANNING LLC

Advisory

LAS VEGAS, NV

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$747K
across 33 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$25M
Discretionary %
0%
Clients
33
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$25M
Discretionary AUM$0
Non-Discretionary AUM$25M
Discretionary %0%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NV

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

FUND ASSET MANAGERS, LLC
RENO, NV
$25M
+93.0% 1Y
RATIO FINANCIAL HOLDINGS
LAS VEGAS, NV
$24M
PERPETUAL CAPITAL ADVISORS, LLC
$26M
SULLIVAN JOHN LAWRENCE
$26M
+13.5% 1Y
STU HAWVER, CFA, MBA, LLC
$26M
TRILOGY INVESTMENT MANAGEMENT, LLC
$23M
-54.0% 1Y

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