PUREFI WEALTH, LLC
Adviser information for PUREFI WEALTH, LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 150 | $107.6M |
| Non-Discretionary | 0 | $0 |
| Total | 150 | $107.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 7 | $2.0M |
| HNW Individuals | 49 | $105.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-128976 |
|---|---|
| SEC ERA File Number | 801-128976 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 328459 |
| Legal Entity Identifier | None |
Principal Office
10 POST OFFICE SQUARESUITE 710
BOSTON
MA
United States
Monday - Friday, 9-5
Tel: (617) 488-9320, Fax: None
Chief Compliance Officer
CHARLES CORKERY
CHIEF ADMINISTRATIVE OFFICER
10 POST OFFICE SQUARE
SUITE 710
BOSTON
MA
United States
Tel:
(617) 488-9320
C*******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PURE WEALTH MANAGEMENT, LLC | Domestic Entity | – | OWNER | 09/2023 | > 75% |
| SIMONS, PAUL, MICHAEL | Individual | – | FOUNDER, CHIEF EXECUTIVE OFFICER | 09/2023 | < 5% |
| SIMONS, PAUL, MICHAEL | Individual | PURE WEALTH MANAGEMENT, LLC | MANAGER | 09/2023 | > 75% |
| Corkery, Charles, B | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | 11/2023 | < 5% |