Firstpurpose Wealth LLC

Firstpurpose Wealth LLC (CRD# 145593) is a financial advisory firm headquartered in Orem, UT. They manage $353,390,407 in 2,597 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    2,597
    ACCOUNTS
  • Average Account Value
    $136,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, NV, OH, PA, TX, UT, VA, WA

Financial Advisors at Firstpurpose Wealth LLC
Showing 1 - 10 of 18 top financial advisors.
1
Bryant Armstrong
CRD#: 4485318
462 E 800 N, Orem, UT 84097

Bryant Armstrong (CRD# 4485318) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 3 years of experience in the finance industry.

2
Steven K. Bearnson
CRD#: 6820268
462 E 800 N, Orem, UT 84097

Steven Bearnson (CRD# 6820268) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 3 years of experience in the finance industry.

3
Kenneth G. Bown
CRD#: 4773996
742 N 530 E, Orem, UT 84097

Kenneth Bown (CRD# 4773996) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 17 years of experience in the finance industry. Kenneth Bown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gregory E. Caldwell
CRD#: 6210980
462 E 800 N, Orem, UT 84097

Gregory Caldwell (CRD# 6210980) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 7 years of experience in the finance industry.

5
Scott M. Carlson
CRD#: 6418057
462 E 800 N, Orem, UT 84097

Scott Carlson (CRD# 6418057) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 6 years of experience in the finance industry.

6
Sam Deaver
CRD#: 6298983
462 E 800 N, Orem, UT 84097

Sam Deaver (CRD# 6298983) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 6 years of experience in the finance industry. Sam Deaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Alexander J. Haviland
CRD#: 6364128
462 E 800 N, Orem, UT 84097

Alexander Haviland (CRD# 6364128) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 6 years of experience in the finance industry.

8
Alex C. Long
CRD#: 6418229
462 E 800 N, Orem, UT 84097

Alex Long (CRD# 6418229) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 6 years of experience in the finance industry.

9
Lauren E. Loucks
CRD#: 6418285
462 E 800 N, Orem, UT 84097

Lauren Loucks (CRD# 6418285) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 5 years of experience in the finance industry. Lauren Loucks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jason L. McMullin
CRD#: 4400760
742 N 530 E, Orem, UT 84097

Jason McMullin (CRD# 4400760) is an Investment Advisor Representative working at Firstpurpose Wealth LLC in Orem, UT and has over 19 years of experience in the finance industry.

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