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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| TINNIN, DEREK, ROGELL | I | MANAGING MEMBER | E | Control |
| TINNIN, DEREK, ROGELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 19, 2013 REGISTERED
Notice Filings (6)
CA CO IL NE OH TX
Address
9415 MONTGOMERY RD.SUITE H
CINCINNATI, OH 45242
United States
Phone: 5138348056