Purpose Comprehensive Wealth Management, LLC
CRD 312022SEC# 801-132446
No longer SEC-registered. Purpose Comprehensive Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$131M
Employees
7
Accounts
526
Location
—
Purpose Comprehensive Wealth Management, LLC assets under management
Purpose Comprehensive Wealth Management, LLC operates as an SEC-registered investment adviser. It reports $131 million in regulatory assets under management and employs 7 people.
Purpose Comprehensive Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron T Olson Control | Managing Principal / Cco | Over 75% | 2021 |
Frequently asked questions
How much does Purpose Comprehensive Wealth Management, LLC manage?
Purpose Comprehensive Wealth Management, LLC reports $131 million in regulatory assets under management on its Form ADV.
How many employees does Purpose Comprehensive Wealth Management, LLC have?
Purpose Comprehensive Wealth Management, LLC reports 7 employees.
Does Purpose Comprehensive Wealth Management, LLC disclose fund performance?
Purpose Comprehensive Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$131MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$131Mregulatory AUM
Discretionary $131M