FIRSTPURPOSE WEALTH LLC

CRD #145593 SEC #801-68547 OREM, UT 801-221-2939

SEC Registered

Total AUM

$458.1M

Discretionary

$457.8M

Employees

Clients

Accounts

3,255

Firm Details

Organization Type: Limited Liability Company
State of Formation: Utah
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jan 18, 2024
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Armstrong, Bryant	I	CHIEF FINANCIAL OFFICER	NA	Control
Armstrong, Bryant	I	CHIEF FINANCIAL OFFICER	NA	Control
Armstrong, Bryant	I	CHIEF FINANCIAL OFFICER	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
CARLSON, SCOTT, MATTHEW	I	CHIEF COMPLIANCE OFFICER AND OPERATIONS DIRECTOR	NA	Control
FALCON PARK CAPITAL, LC	DE	LIMIITED LIABILITY COMPANY	E	Control
FALCON PARK CAPITAL, LC	DE	LIMIITED LIABILITY COMPANY	E	Control
FALCON PARK CAPITAL, LC	DE	LIMIITED LIABILITY COMPANY	E	Control
FALCON PARK CAPITAL, LC	DE	LIMIITED LIABILITY COMPANY	E	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	D	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	D	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	D	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	D	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	D	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	D	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	D	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	D	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	D	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	D	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	D	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	D	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER	C	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER	C	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER	C	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER	C	Control
BOWN, KENNETH, G.	I	PARTNER	C	Control
BOWN, KENNETH, G.	I	PARTNER	C	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER	C	Control
BOWN, KENNETH, G.	I	PARTNER	C	Control
BOWN, KENNETH, G.	I	PARTNER	C	Control
BOWN, KENNETH, G.	I	PARTNER	C	Control
BOWN, KENNETH, G.	I	PARTNER	C	Control
BOWN, KENNETH, G.	I	PARTNER	C	Control
ROLLINS, CRAIG, M	I	CEO/CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	CEO/CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	CEO/CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	CEO/CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	PARTNER / CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	PARTNER / CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	CEO/CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	PARTNER / CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	PARTNER / CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	PARTNER / CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	PARTNER / CHIEF COMPLIANCE OFFICER	C	Control
ROLLINS, CRAIG, M	I	PARTNER / CHIEF COMPLIANCE OFFICER	C	Control
TAYLOR, ADAM, NATHAN	I	CHIEF INVESTMENT OFFICER	C	Control
TAYLOR, ADAM, NATHAN	I	CHIEF INVESTMENT OFFICER	C	Control
TAYLOR, ADAM, NATHAN	I	CHIEF INVESTMENT OFFICER	C	Control
TAYLOR, ADAM, NATHAN	I	CHIEF INVESTMENT OFFICER	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	MANAGING DIRECTOR	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	C	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	C	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
ARMSTRONG, BRYANT, LEE	I	CHIEF FINANCIAL OFFICER	B	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER	B	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER	B	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER/CHIEF COMPLIANCE OFFICER	B	Control
BOWN, KENNETH, G.	I	PARTNER	B	Control
BOWN, KENNETH, G.	I	PARTNER	B	Control
BOWN, KENNETH, G.	I	PARTNER	B	Control
BOWN, KENNETH, G.	I	PARTNER	B	Control
BOWN, KENNETH, G.	I	PARTNER	B	Control
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
MCMULLIN, JASON, LEE	I	WEALTH ADVISOR	B
ROLLINS, CRAIG, M	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	B	Control
ROLLINS, CRAIG, M	I	MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	B	Control
ROLLINS, CRAIG, M	I	MANAGING DIRECTOR	B	Control
ROLLINS, CRAIG, M	I	MANAGING DIRECTOR	B	Control
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
TAYLOR, ADAM, NATHAN	I	WEALTH ADVISOR	B
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
WHIPPLE, TIMOTHY, KIRKPATRICK	I	PARTNER	B	Control
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
SPAINHOWER, JAMES, E	I	WEALTH ADVISOR	A
STRASBURG, ROBERT, BRYANT	I	WEALTH ADVISOR	A
STRASBURG, ROBERT, BRYANT	I	WEALTH ADVISOR	A
STRASBURG, ROBERT, BRYANT	I	WEALTH ADVISOR	A
STRASBURG, ROBERT, BRYANT	I	WEALTH ADVISOR	A
STRASBURG, ROBERT, BRYANT	I	WEALTH ADVISOR	A
STRASBURG, ROBERT, BRYANT	I	WEALTH ADVISOR	A
STRASBURG, ROBERT, BRYANT	I	WEALTH ADVISOR	A

Registrations

Federal

Jan 18, 2024 REGISTERED

Notice Filings (17)

AZ CA CO CT FL ID LA NE NV NY OH PA SC TX UT VA WA

Address

462 E 800 N
OREM, UT 84097
United States

Phone: 801-221-2939