CRD: 312022
Purpose Comprehensive Wealth Management, LLC
$131.0M Total AUM
$131.0M Disc. AUM
-- 3Y CAGR
7 Employees
141 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
-- Weddington NC
About Purpose Comprehensive Wealth Management, LLC
Purpose Comprehensive Wealth Management is a fee-only, fiduciary RIA providing comprehensive wealth management—financial planning, investment management, retirement and tax planning—built around client goals. The firm works with high-net-worth individuals and those seeking pension guidance or navigating widowhood. Portfolios are ETF-centric, and custody includes Schwab.
Team overview
40 AVG AGE
$18.7M AVG AUM / ADVISOR
$929.1K AVG AUM / CLIENT
5.6 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
5yrs Firm Age
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Asset Classes
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Client Personas
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Investment Themes
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Technology
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Owner & Executives
AARON T OLSON
Chief Compliance Officer, MANAGING PRINCIPAL, Wealth Advisor
- CRD
- #5207302
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,000,000 | $249,049 |
| Non-Discretionary | $0 | -- |
| Total | $131,000,000 | $249,049 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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