Purposeful Planning Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 299221
· Las Vegas, NV
· www.purposefulplanning.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $24.6M
- Discretionary
- $0
- Clients
- 33
- Avg AUM / client
- $747K
- Accounts
- 33
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $2.2M | 9.09% |
| High net worth individuals | 17 | $22.4M | 90.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christina Jenny Mangino | Registered representative | CFP | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR FEES/PENSION CONSULTING FEES
Services
- • Financial planning services
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗