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PURUS WEALTH MANAGEMENT, LLC
CRD 174490 · SEC 801-80854
4675 MACARTHUR COURT, SUITE 770, NEWPORT BEACH, CA, 92660, United States
Phone
949-356-6330
Fax
949-356-6331
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$658.1M
Discretionary AUM
$451.3M
Team
12 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 539 | $145.5M |
| High net worth individuals | 96 | $303.1M |
| Pension/profit sharing plans | 7 | $208.0M |
States served
AZ, CA, LA, NE, NV, NY, OR, UT, TX, FL
All web addresses on file
- HTTPS://WWW.TWITTER.COM/PURUSWM
- https://www.linkedin.com/in/laurasillen/
- https://www.linkedin.com/in/johnmorrealecfp/
- https://www.linkedin.com/in/bonnielarsen/
- https://www.linkedin.com/in/marklarsencfp/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PURUS-WEALTH-MANAGEMENT/
- https://www.linkedin.com/in/tiffanynekritz/
- https://www.linkedin.com/in/laurenrivera/
- https://www.youtube.com/channel/UCduZbVPZln3BSlVIL-5rf3Q
- https://www.linkedin.com/in/alexandra-m-gill/
- https://www.linkedin.com/in/hannah-morreale-8456b9a4/
- https://www.linkedin.com/in/christihyatt2/
- HTTPS://WWW.FACEBOOK.COM/PURUSWEALTHMANAGEMENT/
- HTTP://PURUSWEALTHMANAGEMENT.COM
- https://www.puruswealth.com
- https://www.puruswm.com
Official SEC filing: View on IAPD