What departments does Purpose Wealth Partners have?

Purpose Wealth Partners has employees across 2 departments including Finance, Operations.

What is the largest department at Purpose Wealth Partners?

The largest department at Purpose Wealth Partners is Finance with 1 employees.

Where are Purpose Wealth Partners employees located globally?

Purpose Wealth Partners has employees across 1 continents and 1 countries including United States Of America.

How has Purpose Wealth Partners's team size changed over time?

Purpose Wealth Partners's team has grown from approximately 2 to 3 employees based on available data.

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Purpose Wealth Partners Employee Directory

Investment ManagementTexas, United States2-10 Employees

Purpose Wealth Partners operates in the investment management sector, providing securities and advisory services through Independent Financial Group, LLC. The firm emphasizes helping clients achieve financial stability and independence by offering education and clarity about their current financial situation to support prudent future decisions. Based in Frisco, Texas, the company is part of a network that includes unaffiliated entities and a registered representative framework, with service eligibility in multiple states. The organization focuses on delivering personalized service to a small client base, aiming to address diverse aspects of clients’ financial lives through guidance and integrated financial planning.

Purpose Wealth Partners Global Highlights

North America
6

United States Of America
6

Purpose Wealth Partners's Leadership

K. B.
Founder, Fiduciary Financial Advisor
Mobile Phone
Email
R. G.
Operations Manager
Mobile Phone
Email

Purpose Wealth Partners Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Purpose Wealth Partners

Name

Title

Contact Info

Location

Last Update

K. B.
Founder, Fiduciary Financial Advisor
Mobile Phone
Email
Aug 01, 2026
R. G.
Operations Manager
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Purpose Wealth Partners known for?

Purpose Wealth Partners was founded in 2005 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-909-592-****

. Explore Purpose Wealth Partners's company overview page for more information.

What is Purpose Wealth Partners's most common email format?

Purpose Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Purpose Wealth Partners email formats with LeadIQ.

How many employees does Purpose Wealth Partners have currently?

Purpose Wealth Partners has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Purpose Wealth Partners's key employees and leadership?

As of July 2026, Purpose Wealth Partners's key employees include:

Founder, Fiduciary Financial Advisor: K. B.
Operations Manager: R. G.

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Purpose Wealth Partners Employee Directory

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