What departments does Purposeful Wealth have?

Purposeful Wealth has employees across 2 departments including Operations, Analytics.

What is the largest department at Purposeful Wealth?

The largest department at Purposeful Wealth is Operations with 1 employees.

Where are Purposeful Wealth employees located globally?

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

How has Purposeful Wealth's team size changed over time?

Purposeful Wealth's team has grown from approximately 3 to 5 employees based on available data.

Learn more at LeadIQ.com

Purposeful Wealth Employee Directory

Financial ServicesIllinois, United States2-10 Employees

With over thirty five years of investment and financial planning experience, the financial professionals at Purposeful Wealth are committed to providing you with personal, professional, and valuable financial planning services. 
We understand financial planning is more than building a bank account. It’s about building wealth for your lifestyle and your future. It’s about investment planning with confidence and responsible stewardship for you and your family. 

o	Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Purposeful Wealth are separate entities. Third party posts found on this profile do not reflect the views of Private Advisor Group and have not been reviewed by Private Advisor Group as to accuracy or completeness.

Find Purposeful Wealth employees' phone numbers or email addresses

Purposeful Wealth Global Highlights

North America
10

United States Of America
10

Purposeful Wealth's Leadership

J. C.
Branch Operations Manager
Mobile Phone
Email
C. Z.
Financial Planning Analyst
Mobile Phone
Email
C. W.
Administrative Assistant
Mobile Phone
Email
N. C.
Administrative Assistant
Mobile Phone
Email

Purposeful Wealth Employee Metrics

100%

50%

2026

2025

Finance
Accounting
Administrative
Analytics
Arts & Design
Other
Community & Social Services

Contact profiles from Purposeful Wealth

Name

Title

Contact Info

Location

Last Update

J. C.
Branch Operations Manager
Mobile Phone
Email
Oct 21, 2024
C. Z.
Financial Planning Analyst
Mobile Phone
Email
Oct 23, 2024
C. W.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
N. C.
Administrative Assistant
Mobile Phone
Email
United StatesVirginia
Oct 23, 2024

Frequently Asked Questions

What is Purposeful Wealth known for?

Purposeful Wealth was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 24 South Bothwell Street Palatine, Illinois 60067 United States. Explore Purposeful Wealth's company overview page for more information.

What is Purposeful Wealth's most common email format?

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

How many employees does Purposeful Wealth have currently?

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

Who are Purposeful Wealth's key employees and leadership?

As of April 2026, Purposeful Wealth's key employees include:

Branch Operations Manager: J. C.
Financial Planning Analyst: C. Z.
Administrative Assistant: C. W.
Administrative Assistant: N. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.