# Purpose Driven Wealth Advisors LLC

> Purpose Driven Wealth Advisors LLC is a state-registered investment advisory firm in Richmond, VA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 339806
- Filed as: PURPOSE DRIVEN WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339806
- AdvisorCensus page: https://advisorcensus.com/firm/purpose-driven-wealth-advisors-llc-richmond-va-339806

## Quick answers

**How is Purpose Driven Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Purpose Driven Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Purpose Driven Wealth Advisors LLC located?**
Purpose Driven Wealth Advisors LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is Purpose Driven Wealth Advisors LLC registered with the SEC or a state?**
Purpose Driven Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339806.

**How much does Purpose Driven Wealth Advisors LLC manage?**
Purpose Driven Wealth Advisors LLC reports $5,108,687 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**What types of clients does Purpose Driven Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Purpose Driven Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339806

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $5,108,687
- Discretionary: $5,108,687
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,108,687 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purpose Driven Wealth Advisors LLC (CRD 339806): Form ADV filing data as of October 2026.