CRD: 135813
Purposeful Financial AND Legacy Planning
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Prime crestElement horizon +more
- Established Date
- 09-01-2005
- Office Locations
- 1
Office Locations
About Purposeful Financial AND Legacy Planning
Purposeful Financial and Legacy Planning is an independent family office and wealth management firm providing holistic financial planning, investment management, and guidance across risk/insurance, tax, estate, business, and legacy planning. The practice focuses on helping families align money with goals and values, prioritizing client education and clarity behind recommendations. It references Dimensional Fund Advisors research and custodies assets at Schwab.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN WRIGHT MARTIN
Chief Compliance Officer, Managing Member, President
- CRD
- #4990898
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $107,088,335 | $318,715 |
| Total | $107,088,335 | $318,715 |
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Separately Managed Accounts
Total SMA Asset: $107,088,335
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,125,529,937 | 33.5% |
| Cash | $2,195,323,457 | 34.6% |
| Equity - Exchange | $977,109,285 | 15.4% |
| Private Funds | $1,046,902,805 | 16.5% |
| Total | $6,344,865,484 | 100.0% |