P
$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
-- Longmont CO
About Purpose Wealth
Purpose Wealth is a Colorado RIA providing holistic financial planning and investment advice for busy parents and families balancing careers and kids. The firm builds portfolios primarily with ETFs and supports big decisions across taxes, insurance, and estate planning. Founder Sanay Patel invests alongside clients and intentionally limits relationships for a high-touch, all-in fee model.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
$639.7K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
SANAY J PATEL
Chief Compliance Officer, Founder
- CRD
- #4687039
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,793,673 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,793,673 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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