← Tributary

PURPOSEFUL FINANCIAL AND LEGACY PLANNING

· CRD 135813 · IAPD ↗ · 970-443-1873

$107.1MRegulatory AUM
1Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — PURPOSEFUL FINANCIAL AND LEGACY PLANNING (location n/a) is newly SEC-registered with $107.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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