Purtill Financial LLC
Purtill Financial LLC is an SEC-registered wealth manager in Highland Heights, OH with $207.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Purtill Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 133764, SEC 801-111854, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $207.1M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Highland Heights, OH
- Employees
- 5
- Clients
- 163
- CRD
- 133764
- Ownership
- PURTILL, DONALD, LEE; PURTILL, MICHAEL, DONALD; PURTILL, CARLY, ANN; GERACI, THOMAS, P; GERACI, THOMAS, P.
How much AUM does Purtill Financial LLC have?
Purtill Financial LLC reported $207.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Purtill Financial LLC?
Disclosed owners and executives of Purtill Financial LLC include PURTILL, DONALD, LEE, PURTILL, MICHAEL, DONALD, PURTILL, CARLY, ANN, GERACI, THOMAS, P, GERACI, THOMAS, P.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.