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PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC

· CRD 312022 · IAPD ↗ · purposecwm.com · 262-939-1488

$131.0MRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC (location n/a) left the SEC roster (was $131.0M RAUM, 7 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2025 — PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $131.0M RAUM and 7 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.