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PUREVEST

PUREVEST, LLC

CRD 318332 · SEC 801-123242

Visit website

1110 SOUTH AVE, SUITE 85, STATEN ISLAND, NY, 10314, United States

Phone

(347) 466-4400

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$51.6M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals81$20.0M
High net worth individuals10$31.6M

States served

NJ, NY

All web addresses on file

Official SEC filing: View on IAPD