# Purposeful Planning

Purposeful Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://purposeful-planning.com/

## Regulatory record

- **CRD number:** 299221
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299221

## About

PURPOSEFUL PLANNING is a state-registered investment adviser in Las Vegas, NV. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs Purposeful Planning?

No named principals — founders, CEOs, CIOs, or managing directors — are publicly associated with this entity. No professional networking profiles or corporate registrations linking individuals to the firm name were identified.

### What is the origin of the wealth managed by Purposeful Planning?

The wealth origin is not publicly disclosed. Without a verifiable founding family, named principal, or industry exit associated with the firm name, no source of capital can be attributed.

### How does Purposeful Planning invest its capital?

There is no public record of an investment strategy — no disclosed asset-class preferences, stage mandates, direct deal history, fund commitments, or portfolio company names. The firm's investment posture remains entirely opaque.

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Last updated: 2026-08-10T23:49:37.812Z

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