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PURPOSEPATH CAPITAL, LLC
CRD 315556
636 HAMPSHIRE STREET, SUITE 205, QUINCY, IL, 62301, United States
Phone
888-507-8158
Fax
636-235-4130
Registration
— (—)
Source
State registered
Total AUM
$63.0M
Discretionary AUM
$63.0M
Team
5 total employees; 5 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $30.1M |
| High net worth individuals | 19 | $32.9M |
All web addresses on file
- https://www.linkedin.com/company/purposepath-capital-llc/
- https://www.instagram.com/purposepathcapital/
- https://www.youtube.com/@purposepath-capital
- https://podcasts.apple.com/us/podcast/retirement-salsa-spicing-up-your-financial-future/id1842853735
- https://open.spotify.com/show/0SGF5oU59GigBTDfIMJisV
- https://omny.fm/shows/retirement-salsa-spicing-up-your-financial-future/playlists/podcast
- HTTPS://WWW.PURPOSEPATHCAPITAL.COM
Official SEC filing: View on IAPD