Bryant
Armstrong

Firstpurpose Wealth LLC

CRD#4485318
Investment Advisor
in Orem, UT

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About this Advisor

Bryant Armstrong is a financial advisor operating in Orem, Utah with 5 years of industry experience. Armstrong works at Firstpurpose Wealth LLC. The advisor has gained experience at Squire And Company, Ljcooper Capital Management and Private Capital Group. Armstrong holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Utah. Firstpurpose Wealth LLC is a firm that has its headquarters in Orem, UT. The company has offices in two locations and a total of 46 people on staff. It manages $458 million in total assets among its 3,255 accounts, making it one of the bigger firms in the United States by assets under management. Of its 3,255 customer accounts, 16% are held by high-net-worth investors who have at least $1 million in assets. Firstpurpose Wealth LLC has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on the type of financial services. Fees billed by Firstpurpose Wealth LLC likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

462 E 800 N
Orem, UT 84097

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Firstpurpose Wealth LLC Brokerage Details

Total Assets Under Management

$458,072,364

UT Average: $693,624,108
Total Number of Employees

46

UT Average: 12
Total Number of Accounts

3,255

UT Average: 1,115
Average Account Size

$140,729

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bryant Armstrong Work History

Bryant has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

Ljcooper Capital Management

2014 - 2017 (3 years)

Private Capital Group

1992 - 2014 (22 years)

Squire And Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bryant Armstrong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Firstpurpose Wealth LLC

Norman Perkins
Orem, UT
Levi Port
Orem, UT
Gregory Caldwell
Orem, UT
Sarah Hindmarsh
Orem, UT
Kelby Mcmullin
Orem, UT
Sam Deaver
Orem, UT
Scott Carlson
Orem, UT
Landon Wray
Orem, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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