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PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

CRD 312022 · SEC 801-132446

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$131.0M

Discretionary AUM

$131.0M

Team

7 total employees; 7 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2025-06-13

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals107$35.8M
High net worth individuals34$92.1M

All web addresses on file

Official SEC filing: View on IAPD