PURPOSE WEALTH MANAGEMENT, LLC
Legal name: PURPOSE WEALTH
CRD #144829 SEC #801-70673 CINCINNATI, OH 5138348056
SEC Registered
Total AUM
$183.2M
Discretionary
$181.9M
Employees
1
Clients
1
Accounts
472
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2014 | $312.1M | $306M | $6.1M | 1 | 100 |
| Mar 2014 | $312.1M | $306M | $6.1M | 1 | 100 |
| Dec 2013 | $226.2M | $224.8M | $1.4M | 1 | 100 |
| Oct 2013 | $226.2M | $224.8M | $1.4M | 1 | 100 |
| Oct 2013 | $226.2M | $224.8M | $1.4M | 1 | 100 |
| Mar 2013 | $183.2M | $181.9M | $1.3M | 1 | 100 |
| Dec 2012 | $167.3M | $166.1M | $1.2M | 1 | 26 |
| Mar 2012 | $128.2M | $127.3M | $864.5K | 1 | 26 |
| Apr 2011 | $105.4M | $104.6M | $798.2K | 5 | -- |
| Apr 2011 | $92M | $91.2M | $763.9K | 5 | -- |
| Mar 2011 | $92M | $91.2M | $763.9K | 5 | -- |
| Nov 2010 | $70.3M | $69.6M | $695.3K | 5 | -- |
| Jun 2010 | $54.3M | $53.7M | $617.9K | 5 | -- |
| Mar 2010 | $40M | $39.4M | $572.5K | 5 | -- |
| Oct 2009 | $32.9M | $32.4M | $518.5K | 5 | -- |
| Sep 2009 | $32.9M | $32.4M | $518.5K | 5 | -- |
| Sep 2009 | $32.9M | $32.4M | $518.5K | 5 | -- |
DateDec 2014
Total AUM$312.1M
Discretionary$306M
Non-Disc.$6.1M
Employees1
Clients100
DateMar 2014
Total AUM$312.1M
Discretionary$306M
Non-Disc.$6.1M
Employees1
Clients100
DateDec 2013
Total AUM$226.2M
Discretionary$224.8M
Non-Disc.$1.4M
Employees1
Clients100
DateOct 2013
Total AUM$226.2M
Discretionary$224.8M
Non-Disc.$1.4M
Employees1
Clients100
DateOct 2013
Total AUM$226.2M
Discretionary$224.8M
Non-Disc.$1.4M
Employees1
Clients100
DateMar 2013
Total AUM$183.2M
Discretionary$181.9M
Non-Disc.$1.3M
Employees1
Clients100
DateDec 2012
Total AUM$167.3M
Discretionary$166.1M
Non-Disc.$1.2M
Employees1
Clients26
DateMar 2012
Total AUM$128.2M
Discretionary$127.3M
Non-Disc.$864.5K
Employees1
Clients26
DateApr 2011
Total AUM$105.4M
Discretionary$104.6M
Non-Disc.$798.2K
Employees5
Clients--
DateApr 2011
Total AUM$92M
Discretionary$91.2M
Non-Disc.$763.9K
Employees5
Clients--
DateMar 2011
Total AUM$92M
Discretionary$91.2M
Non-Disc.$763.9K
Employees5
Clients--
DateNov 2010
Total AUM$70.3M
Discretionary$69.6M
Non-Disc.$695.3K
Employees5
Clients--
DateJun 2010
Total AUM$54.3M
Discretionary$53.7M
Non-Disc.$617.9K
Employees5
Clients--
DateMar 2010
Total AUM$40M
Discretionary$39.4M
Non-Disc.$572.5K
Employees5
Clients--
DateOct 2009
Total AUM$32.9M
Discretionary$32.4M
Non-Disc.$518.5K
Employees5
Clients--
DateSep 2009
Total AUM$32.9M
Discretionary$32.4M
Non-Disc.$518.5K
Employees5
Clients--
DateSep 2009
Total AUM$32.9M
Discretionary$32.4M
Non-Disc.$518.5K
Employees5
Clients--