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PURTILL FINANCIAL LLC

HIGHLAND HEIGHTS, OH · CRD 133764 · IAPD ↗ · purtillfinancial.com · (440) 484-5340

$207.1MRegulatory AUM
3Advisory reps
5Employees
2Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2025 — PURTILL FINANCIAL LLC added office(s): 1 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.