FirstPurpose Wealth is an investment advisor in Orem with $466.94 mm assets under management.
Company profile
Website
Employees
Incorporated
SEC CIK
IRS number
870664290
SEC advisor number
801-68547
FINRA CRD number
145593
AUM ?
$458.07 mm
(as of 22 Jan 24)
Accounts
3,255
(as of 22 Jan 24)
Employees
46
(24 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Feb 22