Purpose Built
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,100,000
Clients
30
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$770,000
About
Purpose Built provides investment advisory and portfolio management services to individual clients and discloses a percentage‑of‑AUM fee arrangement in its Form ADV. The firm reports about $23.1 million in assets under management across roughly 30 client relationships.
With a relatively small client roster, the firm implements and monitors consolidated portfolios directly for each household, emphasizing ongoing portfolio management rather than broad product distribution. The reported figures imply an average AUM per client of about $770,000, indicating larger account sizes than many independent advisors who serve primarily non‑HNW individuals.
Compared to peers, Purpose Built’s combination of modest total AUM and a concentrated client base produces a higher average account balance and a more focused set of relationships. The ADV also reflects a compact operating model with limited additional staff, so prospective clients should consider whether a small‑team, hands‑on service model fits their needs.
Client services
Financial planning
Portfolio management
Tax preparation services
Main office location
Purpose Built
300 Mill St, Suite 235
Moorestown NJ 08057, United States
Number of offices
1
Most active in
Purpose Built has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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