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PURE FINANCIAL ADVISORS, LLC
CRD 144316 · SEC 801-70137
3131 CAMINO DEL RIO N, SUITE 1550, SAN DIEGO, CA, 92108, United States
Phone
866-876-7873
Fax
877-876-7873
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.05B
Discretionary AUM
$10.85B
Team
204 total employees; 76 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3936 | $1.79B |
| High net worth individuals | 3567 | $9.26B |
| Pension/profit sharing plans | 4 | $9.4M |
| Charitable organizations | 2 | $1.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.linkedin.com/company/pure-financial-advisors/
- http://easiretirement.com/
- https://www.facebook.com/purefinancialadvisors
- https://twitter.com/ymywshow
- http://partnerwithpure.com
- https://www.youtube.com/c/YourMoneyYourWealth
- https://www.youtube.com/PureFinancialAdvisors
- https://bfrworkshop.com/
- https://purefinancial.com/
Official SEC filing: View on IAPD