Unclaimed Profile

Scott Matthew Carlson

FIRSTPURPOSE WEALTH LLC·OREM, Utah

SIE, Series 65Clean record11 years registeredFIRSTPURPOSE WEALTH LLC

462 E 800 N, OREM, UT 84097CRD# 6418057Firm CRD# 145593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Matthew Carlson · OREM, UT

Registration

CRD #6418057 · FIRSTPURPOSE WEALTH LLC · 11 years registered

Brand Profile

Not yet started

Career History

DIVERSIFY ADVISORY SERVICES, LLC

Feb 2024 – present

DIVERSIFY WEALTH MANAGEMENT, LLC

Feb 2024 – present

DIVERSIFY WEALTH MANAGEMENT LLC

Mar 2015 – Jul 2024

OREM, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Registration record

First registered · March 9, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRSTPURPOSE WEALTH LLC

CRD 145593 · SEC 801-68547

AUM

$540M

Regulatory assets under management

Employees

3,416 client accounts

Services offered by FIRSTPURPOSE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRSTPURPOSE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Scott Matthew Carlson offer?

Scott Matthew Carlson specializes in Financial Planning, Investment Management. Contact their office in OREM, Utah for a consultation.

What are Scott Matthew Carlson's credentials?

Scott Matthew Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Matthew Carlson located?

Scott Matthew Carlson is based in OREM, Utah, working with FIRSTPURPOSE WEALTH LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.

How does Scott Matthew Carlson charge for services?

Scott Matthew Carlson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRSTPURPOSE WEALTH LLC?

FIRSTPURPOSE WEALTH LLC has approximately 46 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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