FIRSTPURPOSE WEALTH LLC
Orem, Utah
4.2
5 Reviews
Firstpurpose Wealth LLC is a prominent local investment advisory firm headquartered in Orem, UT, with three strategically located offices. With a total of 46 dedicated professionals, 24 of whom specialize in investment advisory services, Firstpurpose Wealth LLC boasts a highly skilled team. Their collective expertise enables them to effectively manage an impressive average of approximately $19,090,000 in assets per investment advisor. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. Notably, nearly half of the assets under Firs...
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Assets Under Mgmt

$458.07M

Investment Professionals

24

Locations

2

% 401K & Individual

36%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Accountant or accounting firm
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