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PUREFI WEALTH, LLC
CRD 328459 · SEC 801-128976
10 POST OFFICE SQUARE, SUITE 710, BOSTON, MA, 02109, United States
Phone
(617) 488-9320
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$326.4M
Discretionary AUM
$284.2M
Team
10 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $5.3M |
| High net worth individuals | 65 | $287.8M |
| Pension/profit sharing plans | 1 | $12.1M |
| Charitable organizations | 1 | $15.6M |
| Corporations/business entities | 4 | $5.7M |
States served
CA, MA, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD