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Building 2PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

Map pin
Phone262-939-1488
NotebookSEC #801-132446
Total AUM
$131M
Employees
7
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
262-939-1488
Other Offices
1

ReceiptFinancials

Total AUM
$131M
Accounts
526
Discretionary
$131M
Accounts
526
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$35.8M
HNW Individual Clients
34
AUM
$92.1M
Investment Advisor Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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