# PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/purposecwm

## Regulatory record

- **CRD number:** 312022
- **SEC file number:** 801-132446
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312022

## About

As a firm, we believe in helping you live your best life in terms of the goals you have set for yourself and your loved ones. We aim to help you clarify your objectives and build a plan to achieve them successfully - whatever that may mean for you. And, by understanding the larger picture of where you are, we’ll gain insight into the best path for you moving forward. We choose to serve our clients as a fee only fiduciary. Our only goal, is helping you meet yours! -Financial & Retirement Planning -Tax Planning -Estate and Legacy Planning -Investment Management -Insurance Assessment and More We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the best advice to each client based on their individual goals and needs. We work for – and are compensated by our clients directly. Likes” or other comments, re-posts etc. are not intended to be endorsements of Purpose Comprehensive Wealth Management, our advisors, or our services. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Purpose Comprehensive Wealth, or any of its affiliates, in any way.

## Questions

### Who controls Purpose Comprehensive Wealth Management, LLC?

The firm's principal owners and investment decision-makers are not disclosed in public records or firm communications. No managing member, CEO, or CIO has been named in filings or media coverage.

### Is Purpose Comprehensive Wealth Management an SEC-registered advisor?

Yes, the firm is registered as an investment advisor. Public registration records will show its status and any disclosures on the SEC's Investment Adviser Public Disclosure (IAPD) database.

### What types of clients does Purpose Comprehensive Wealth Management serve?

The firm primarily works with high-net-worth individuals and families, providing comprehensive wealth management including financial planning, portfolio management, and advisory services (per the firm's registration filings).

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Last updated: 2026-06-03T20:00:00.000Z

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