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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2015
- Office Locations
- 1
Office Locations
About Prospurpose Wealth
Prospurpose Wealth is a fee-only, fiduciary RIA focused on high-earning Millennials, delivering one-on-one financial planning and investment management with deep support for equity/stock compensation, tax planning, and cash-flow planning. The firm is led by a CFP® professional and emphasizes a tech-forward client experience; portfolios are primarily implemented with ETFs (per public profile data), with custody options including Altruist and Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
DONOVAN JORDAN BROOKS
Chief Compliance Officer, Financial Planner, President
- CRD
- #5927442
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,958,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,958,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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