FIRSTPURPOSE WEALTH LLC
CRD #145593 SEC #801-68547 OREM, UT 801-221-2939
SEC Registered
Total AUM
$458.1M
Discretionary
$457.8M
Employees
46
Clients
--
Accounts
3,255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $540.2M | $531.2M | $9M | 46 | 3 |
| Jan 2024 | $458.1M | $457.8M | $288.9K | 46 | 3 |
| Jan 2024 | $458.1M | $457.8M | $288.9K | 46 | 3 |
| Jan 2024 | $458.1M | $457.8M | $288.9K | 46 | 3 |
| Nov 2023 | $458.1M | $457.8M | $288.9K | 46 | 3 |
| Oct 2023 | $458.1M | $457.8M | $288.9K | 46 | 3 |
| Feb 2023 | $458.1M | $457.8M | $288.9K | 46 | 3 |
| Oct 2022 | $466.9M | $455.1M | $11.9M | 51 | 2 |
| Jul 2022 | $466.9M | $455.1M | $11.9M | 51 | 2 |
| Mar 2022 | $466.9M | $455.1M | $11.9M | 51 | 2 |
| Feb 2022 | $466.9M | $455.1M | $11.9M | 51 | 2 |
| Jan 2022 | $353.4M | $272.1M | $81.3M | 36 | 1 |
| Jul 2021 | $353.4M | $272.1M | $81.3M | 36 | 1 |
| Apr 2021 | $353.4M | $272.1M | $81.3M | 36 | 1 |
| Feb 2021 | $353.4M | $272.1M | $81.3M | 36 | 1 |
| Oct 2020 | $307.7M | $296.9M | $10.8M | 19 | 0 |
| Jun 2020 | $307.7M | $296.9M | $10.8M | 19 | 0 |
| Feb 2020 | $307.7M | $296.9M | $10.8M | 19 | 0 |
| Apr 2019 | $249.5M | $248.1M | $1.4M | 19 | 0 |
| Mar 2019 | $249.5M | $248.1M | $1.4M | 19 | 0 |
| Feb 2019 | $249.5M | $248.1M | $1.4M | 19 | 0 |
| May 2018 | $249.8M | $242.2M | $7.6M | 16 | 0 |
| Mar 2018 | $249.8M | $242.2M | $7.6M | 16 | 0 |
| Dec 2017 | $195.1M | $188M | $7M | 16 | 0 |
| Mar 2017 | $195.1M | $188M | $7M | 16 | 400 |
| Mar 2016 | $158.2M | $150.8M | $7.4M | 15 | 400 |
| Mar 2015 | $156.9M | $134.7M | $22.2M | 12 | 300 |
| Mar 2015 | $156.9M | $134.7M | $22.2M | 12 | 300 |
| Mar 2014 | $125.4M | $49.7M | $75.7M | 19 | 300 |
| Mar 2014 | $119.9M | $22M | $97.9M | 19 | 300 |
| Apr 2013 | $119.9M | $22M | $97.9M | 19 | 300 |
| Mar 2012 | $90.6M | $0 | $90.6M | 11 | 200 |
| Mar 2011 | $82.2M | $0 | $82.2M | -- | -- |
| Nov 2010 | $66.4M | $0 | $66.4M | 10 | -- |
| Mar 2010 | $66.4M | $0 | $66.4M | 10 | -- |
| Mar 2010 | $63.2M | $0 | $63.2M | 10 | -- |
| Oct 2009 | $52.1M | $0 | $52.1M | 10 | -- |
| Mar 2009 | $52.1M | $0 | $52.1M | 10 | -- |
| Jan 2008 | $0 | $0 | $0 | 10 | -- |
| Nov 2007 | $0 | $0 | $0 | 10 | -- |
DateMar 2024
Total AUM$540.2M
Discretionary$531.2M
Non-Disc.$9M
Employees46
Clients3
DateJan 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients3
DateJan 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients3
DateJan 2024
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients3
DateNov 2023
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients3
DateOct 2023
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients3
DateFeb 2023
Total AUM$458.1M
Discretionary$457.8M
Non-Disc.$288.9K
Employees46
Clients3
DateOct 2022
Total AUM$466.9M
Discretionary$455.1M
Non-Disc.$11.9M
Employees51
Clients2
DateJul 2022
Total AUM$466.9M
Discretionary$455.1M
Non-Disc.$11.9M
Employees51
Clients2
DateMar 2022
Total AUM$466.9M
Discretionary$455.1M
Non-Disc.$11.9M
Employees51
Clients2
DateFeb 2022
Total AUM$466.9M
Discretionary$455.1M
Non-Disc.$11.9M
Employees51
Clients2
DateJan 2022
Total AUM$353.4M
Discretionary$272.1M
Non-Disc.$81.3M
Employees36
Clients1
DateJul 2021
Total AUM$353.4M
Discretionary$272.1M
Non-Disc.$81.3M
Employees36
Clients1
DateApr 2021
Total AUM$353.4M
Discretionary$272.1M
Non-Disc.$81.3M
Employees36
Clients1
DateFeb 2021
Total AUM$353.4M
Discretionary$272.1M
Non-Disc.$81.3M
Employees36
Clients1
DateOct 2020
Total AUM$307.7M
Discretionary$296.9M
Non-Disc.$10.8M
Employees19
Clients0
DateJun 2020
Total AUM$307.7M
Discretionary$296.9M
Non-Disc.$10.8M
Employees19
Clients0
DateFeb 2020
Total AUM$307.7M
Discretionary$296.9M
Non-Disc.$10.8M
Employees19
Clients0
DateApr 2019
Total AUM$249.5M
Discretionary$248.1M
Non-Disc.$1.4M
Employees19
Clients0
DateMar 2019
Total AUM$249.5M
Discretionary$248.1M
Non-Disc.$1.4M
Employees19
Clients0
DateFeb 2019
Total AUM$249.5M
Discretionary$248.1M
Non-Disc.$1.4M
Employees19
Clients0
DateMay 2018
Total AUM$249.8M
Discretionary$242.2M
Non-Disc.$7.6M
Employees16
Clients0
DateMar 2018
Total AUM$249.8M
Discretionary$242.2M
Non-Disc.$7.6M
Employees16
Clients0
DateDec 2017
Total AUM$195.1M
Discretionary$188M
Non-Disc.$7M
Employees16
Clients0
DateMar 2017
Total AUM$195.1M
Discretionary$188M
Non-Disc.$7M
Employees16
Clients400
DateMar 2016
Total AUM$158.2M
Discretionary$150.8M
Non-Disc.$7.4M
Employees15
Clients400
DateMar 2015
Total AUM$156.9M
Discretionary$134.7M
Non-Disc.$22.2M
Employees12
Clients300
DateMar 2015
Total AUM$156.9M
Discretionary$134.7M
Non-Disc.$22.2M
Employees12
Clients300
DateMar 2014
Total AUM$125.4M
Discretionary$49.7M
Non-Disc.$75.7M
Employees19
Clients300
DateMar 2014
Total AUM$119.9M
Discretionary$22M
Non-Disc.$97.9M
Employees19
Clients300
DateApr 2013
Total AUM$119.9M
Discretionary$22M
Non-Disc.$97.9M
Employees19
Clients300
DateMar 2012
Total AUM$90.6M
Discretionary$0
Non-Disc.$90.6M
Employees11
Clients200
DateMar 2011
Total AUM$82.2M
Discretionary$0
Non-Disc.$82.2M
Employees--
Clients--
DateNov 2010
Total AUM$66.4M
Discretionary$0
Non-Disc.$66.4M
Employees10
Clients--
DateMar 2010
Total AUM$66.4M
Discretionary$0
Non-Disc.$66.4M
Employees10
Clients--
DateMar 2010
Total AUM$63.2M
Discretionary$0
Non-Disc.$63.2M
Employees10
Clients--
DateOct 2009
Total AUM$52.1M
Discretionary$0
Non-Disc.$52.1M
Employees10
Clients--
DateMar 2009
Total AUM$52.1M
Discretionary$0
Non-Disc.$52.1M
Employees10
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--