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PURPOSEFUL PLANNING

PURPOSEFUL PLANNING LLC

CRD 299221

Visit website

5940 S. RAINBOW BLVD., LAS VEGAS, NV, 89118, United States

Phone

702-806-6720

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$24.6M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees; SOLICITOR FEES/PENSION CONSULTING FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals16$2.2M
High net worth individuals17$22.4M

All web addresses on file

Official SEC filing: View on IAPD