# Purpose Wealth

> Purpose Wealth is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 328934
- Filed as: PURPOSE WEALTH
- Legal name: Purpose Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328934
- AdvisorCensus page: https://advisorcensus.com/firm/purpose-wealth-328934

## Quick answers

**How is Purpose Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Purpose Wealth reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Is Purpose Wealth registered with the SEC or a state?**
Purpose Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328934.

**How much does Purpose Wealth manage?**
Purpose Wealth reports $12,793,673 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Purpose Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (2).

**Does Purpose Wealth 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/328934

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $12,793,673
- Discretionary: $12,793,673
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,085,313 |
| High net worth individuals | 13 | $11,708,360 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purposewealth.co
- LinkedIn @purposewealthco

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purpose Wealth (CRD 328934): Form ADV filing data as of October 2026.