A complete list of active advisors currently associated with Purpose Built
Warmer can help you find a great advisor at Purpose Built or one who fits your needs even better.
Purpose Built provides investment advisory and portfolio management services to individual clients and discloses a percentage‑of‑AUM fee arrangement in its Form ADV. The firm reports about $23.1 million in assets under management across roughly 30 client relationships. With a relatively small client roster, the firm implements and monitors consolidated portfolios directly for each household, emphasizing ongoing portfolio management rather than broad product distribution. The reported figures imply an average AUM per client of about $770,000, indicating larger account sizes than many independent advisors who serve primarily non‑HNW individuals. Compared to peers, Purpose Built’s combination of modest total AUM and a concentrated client base produces a higher average account balance and a more focused set of relationships. The ADV also reflects a compact operating model with limited additional staff, so prospective clients should consider whether a small‑team, hands‑on service model fits their needs.
To learn more about the advisors currently working at Purpose Built, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Moorestown, NJ
| 5
|
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