Purposeful Financial And Legacy Planning
Purposeful Financial And Legacy Planning is an SEC-registered ria with $107.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Purposeful Financial And Legacy Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135813, SEC 801-135621, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $107.1M (2026-02-19)
- Firm type
- Ria
- Employees
- 5
- Clients
- 90
- CRD
- 135813
- Ownership
- MARTIN, STEPHEN, WRIGHT
How much AUM does Purposeful Financial And Legacy Planning have?
Purposeful Financial And Legacy Planning reported $107.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Purposeful Financial And Legacy Planning?
Disclosed owners and executives of Purposeful Financial And Legacy Planning include MARTIN, STEPHEN, WRIGHT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.