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Purpose Wealth Management, LLC (Lebanon)


Purpose Wealth Management, LLC is a large advisory firm based in Lebanon. It manages $312.11 million of regulatory assets for 506 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Ohio.

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Purpose Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Purpose Wealth Management: assets under management

The assets under management (AUM) of Purpose Wealth Management, LLC is $312.11 million. The firm's AUM has grown by 847% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $305.97 million in discretionary accounts and $6.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $624.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $383.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Purpose Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lebanon

The principal office where Purpose Wealth Management, LLC performs its advisory services is located at 1607 Marietta Drive, Lebanon, OH 45036 The mailing address of the firm is P.O. Box 262, Kings Mills, OH 45034. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 5138348056 or by fax 8775237005. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.purposewealthmanagement.com.


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