Purpose Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,552,646
Total clients
15
87% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$703,510
About
Purpose Wealth serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary investment management, covering retirement planning, tax and estate planning, insurance review, and business‑owner guidance. The firm also offers limited‑scope, project‑based, or hourly financial planning engagements and facilitates estate‑document creation through licensed third‑party digital providers.
The firm’s investment process emphasizes fundamental analysis and a long‑term trading horizon, typically constructing portfolios using low‑cost ETFs and index funds and documenting goals and constraints in a written Investment Strategy Statement. For managed accounts it operates on a discretionary basis, with ongoing monitoring, periodic rebalancing, and automated tax‑loss harvesting to help manage realized gains and align portfolios with client risk profiles.
Notably, Purpose Wealth does not bill on a percentage‑of‑assets basis and instead uses fixed annual advisory arrangements and project/hourly planning engagements, an arrangement that is less common among independent advisers. The firm also requires clients to use a specific custodian, does not aggregate trades across client accounts, and maintains a compact client roster—operational features that can affect trade execution and service dynamics compared with larger peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General tax planning
Life insurance needs analysis
Occupation focus
Founder/Business Owner
Fee options
Project-based fixed fees from $1,000 to $10,000, negotiable
Hourly rate ranges from $200 to $400 per hour
Minimum fee: Financial advisory fees range from $5,000 to $20,000 per year, fixed and negotiable Fee-only: Project-based fees ranging from $1,000 to $10,000; Hourly fees from $200 to $400 per hour
Main office location
Purpose Wealth
Longmont CO, United States
Number of offices
1
Most active in
Purpose Wealth has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
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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