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 4 employees based on available data.

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Purposeful Wealth Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Purposeful Wealth is a financial services firm based in Palatine, Illinois, employing 2 to 10 people. The company provides personal financial planning and investment planning services, drawing on more than 35 years of industry experience. Investment advice is offered through Private Advisor Group, a registered investment advisor; the two entities are separate, and third-party posts related to the firm do not reflect Private Advisor Group's views or accuracy. The firm describes its approach as broader than asset accumulation, aiming to build wealth aligned with clients' lifestyle and future needs and to support investment decisions with confidence and stewardship for families. Reported revenue falls in the range of $1 million to $10 million; more information is available at the company's website, https://purposeful-wealth.com.

Purposeful Wealth Global Highlights

North America
9

United States Of America
9

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

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

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.

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Purposeful Wealth Employee Directory

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