PURUS WEALTH MANAGEMENT, LLC
Adviser information for PURUS WEALTH MANAGEMENT, LLC last updated from Form ADV on February 8th, 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 | California, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,449 | $301.0M |
| Non-Discretionary | 7 | $136.5M |
| Total | 1,456 | $437.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 500 | $94.4M |
| HNW Individuals | 110 | $203.9M |
| 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 | 7 | $137.8M |
| Charitable organizations | <5 | $462,492 |
| 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 | <5 | $864,563 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 290.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WEALTH MANAGEMENT WRAP PROGRAM | PURUS WEALTH MANAGEMENT, LLC |
Principal Office
4675 MACARTHUR COURTSUITE 770
NEWPORT BEACH
CA
United States
Monday - Friday, 9:00 AM - 5:00PM
Tel: 949-356-6330, Fax: 949-356-6331
Websites
www.youtube.com/channel/ucduzbvpzln3bslvil-5rf3q
www.linkedin.com/in/laurenrivera/
www.linkedin.com/in/alexandra-m-gill/
www.linkedin.com/in/hannah-morreale-8456b9a4/
www.linkedin.com/in/christihyatt2/
www.facebook.com/puruswealthmanagement/
puruswealthmanagement.com
www.linkedin.com/company/purus-wealth-management/
www.twitter.com/puruswm
www.linkedin.com/in/laurasillen/
www.linkedin.com/in/johnmorrealecfp/
www.linkedin.com/in/bonnielarsen/
www.linkedin.com/in/marklarsencfp/
www.linkedin.com/in/tiffanynekritz/
Chief Compliance Officer
BONNIE LARSEN
MANAGING DIRECTOR
4675 MACARTHUR COURT
SUITE 770
NEWPORT BEACH
CA
United States
Tel:
949-356-6339
Fax:
949-356-6331
B******@**********M
(Full email address available in API data)
Regulatory Contact
LAUREN RIVERA
DIRECTOR CLIENT SERVICES/OPERATIONS
4675 MACARTHUR COURT
SUITE 770
NEWPORT BEACH
CA
United States
Tel:
949-356-6335
Fax:
949-356-6331
L******@**********M
(Full email address available in API data)
Industry Affiliates
| PURUS INSURANCE SERVICES, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LARSEN, MARK, CHRISTOPHER | Individual | – | MANAGING MEMBER | 01/2015 | 50-75% |
| MORREALE, JOHN, DON | Individual | – | MANAGING MEMBER | 01/2015 | 10-25% |
| SILLEN, LAURA, ELIZABETH | Individual | – | MANAGING MEMBER | 01/2015 | 5-10% |
| LARSEN, BONNIE, LEE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2015 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBOTT LABS | COM | 829K | 8K | – |
| ADOBE INC | COM | 5M | 9K | – |
| ADVANCED MICRO DEVICES INC | COM | 4M | 27K | – |
| ALPHABET INC | CAP STK CL C | 395K | 2K | – |
| ALPHABET INC | CAP STK CL A | 6M | 31K | – |
| AMAZON COM INC | COM | 9M | 49K | – |
| AMERICAN EXPRESS CO | COM | 721K | 3K | – |
| AMGEN INC | COM | 2M | 8K | – |
| APOLLO GLOBAL MGMT INC | COM | 3M | 26K | – |
| APPLE INC | COM | 11M | 50K | – |
| APPLIED MATLS INC | COM | 833K | 4K | – |
| ARISTA NETWORKS INC | COM | 3M | 9K | – |
| ARK ETF TR | AUTNMUS TECHNLGY | 438K | 8K | – |
| ARK ETF TR | NEXT GNRTN INTER | 3M | 34K | – |
| ARK ETF TR | FINTECH INNOVA | 2M | 71K | – |
| ARK ETF TR | GENOMIC REV ETF | 2M | 87K | – |
| ARK ETF TR | INNOVATION ETF | 2M | 41K | – |
| ARM HOLDINGS PLC | SPONSORED ADS | 276K | 2K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 331K | 324 | – |
| AT&T INC | COM | 246K | 13K | – |
| AXON ENTERPRISE INC | COM | 599K | 2K | – |
| BANK AMERICA CORP | COM | 205K | 5K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 423K | 1K | – |
| BLACKSTONE INC | COM | 784K | 6K | – |
| BOEING CO | COM | 201K | 1K | – |
| BROADCOM INC | COM | 7M | 4K | – |
| CATERPILLAR INC | COM | 331K | 995 | – |
| CF INDS HLDGS INC | COM | 358K | 5K | – |
| CHENIERE ENERGY INC | COM NEW | 336K | 2K | – |
| CHEVRON CORP NEW | COM | 594K | 4K | – |
| CONSTELLATION BRANDS INC | CL A | 276K | 1K | – |
| COSTCO WHSL CORP NEW | COM | 13M | 16K | – |
| DEERE & CO | COM | 1M | 3K | – |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 252K | 3K | – |
| EDWARDS LIFESCIENCES CORP | COM | 297K | 3K | – |
| FIRST TR EXCH TRD ALPHDX FD | INDIA NFTY50 EQW | 2M | 34K | – |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 2M | 29K | – |
| FIRST TR EXCHANGE TRADED FD | INDLS PROD DUR | 1M | 17K | – |
| FIRST TR EXCHANGE TRADED FD | GROWTH STRENGTH | 909K | 30K | – |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 204K | 4K | – |
| FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | 2M | 34K | – |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 715K | 10K | – |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | 219K | 2K | – |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 5M | 56K | – |
| FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 335K | 7K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 3M | 51K | – |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 2M | 49K | – |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 476K | 10K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 6M | 210K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 2M | 94K | – |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 378K | 3K | – |
| FIRST TR NASDAQ 100 TECH IND | SHS | 232K | 1K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 944K | 23K | – |
| FORD MTR CO DEL | COM | 360K | 29K | – |
| GE AEROSPACE | COM NEW | 480K | 3K | – |
| GENERAC HLDGS INC | COM | 216K | 2K | – |
| GENERAL DYNAMICS CORP | COM | 768K | 3K | – |
| GLOBAL X FDS | US INFR DEV ETF | 313K | 8K | – |
| GLOBAL X FDS | CYBRSCURTY ETF | 256K | 9K | – |
| HOME DEPOT INC | COM | 638K | 2K | – |
| HONEYWELL INTL INC | COM | 518K | 2K | – |
| ICON PLC | SHS | 687K | 2K | – |
| INTUITIVE SURGICAL INC | COM NEW | 13M | 28K | – |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 373K | 2K | – |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 266K | 10K | – |
| INVESCO EXCHANGE TRADED FD T | S&P SML600 GWT | 494K | 10K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 259K | 2K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 232K | 6K | – |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 VL | 202K | 2K | – |
| INVESCO QQQ TR | UNIT SER 1 | 4M | 9K | – |
| ISHARES TR | 1 3 YR TREAS BD | 589K | 7K | – |
| ISHARES TR | EXPANDED TECH | 275K | 3K | – |
| ISHARES TR | US AER DEF ETF | 653K | 5K | – |
| ISHARES TR | CYBERSECURITY | 313K | 7K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1M | 26K | – |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 2M | 35K | – |
| JANUS DETROIT STR TR | HENDERSN CAP ETF | 4M | 64K | – |
| JOHNSON & JOHNSON | COM | 210K | 1K | – |
| JPMORGAN CHASE & CO. | COM | 3M | 13K | – |
| LAM RESEARCH CORP | COM | 258K | 242 | – |
| LAMB WESTON HLDGS INC | COM | 356K | 4K | – |
| LEIDOS HOLDINGS INC | COM | 477K | 3K | – |
| LOCKHEED MARTIN CORP | COM | 1M | 3K | – |
| LOWES COS INC | COM | 316K | 1K | – |
| META PLATFORMS INC | CL A | 2M | 3K | – |
| MICROSOFT CORP | COM | 5M | 12K | – |
| NETFLIX INC | COM | 498K | 738 | – |
| NORTHROP GRUMMAN CORP | COM | 870K | 2K | – |
| NUCOR CORP | COM | 455K | 3K | – |
| NVIDIA CORPORATION | COM | 34M | 279K | – |
| PROSHARES TR | ULTRAPRO QQQ | 281K | 4K | – |
| QUALCOMM INC | COM | 434K | 2K | – |
| QUANTA SVCS INC | COM | 292K | 1K | – |
| REGENERON PHARMACEUTICALS | COM | 315K | 300 | – |
| ROYAL CARIBBEAN GROUP | COM | 319K | 2K | – |
| RTX CORPORATION | COM | 1M | 15K | – |
| SCHWAB CHARLES CORP | COM | 308K | 4K | – |
| SCIENCE APPLICATIONS INTL CO | COM | 252K | 2K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 401K | 5K | – |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2M | 12K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 624K | 3K | – |
| SELECT SECTOR SPDR TR | ENERGY | 2M | 21K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 2M | 4K | – |
| SPDR GOLD TR | GOLD SHS | 426K | 2K | – |
| STRYKER CORPORATION | COM | 228K | 669 | – |
| TERADYNE INC | COM | 2M | 14K | – |
| TESLA INC | COM | 1M | 7K | – |
| UNITEDHEALTH GROUP INC | COM | 229K | 450 | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 456K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 338K | 1K | – |
| VERIZON COMMUNICATIONS INC | COM | 548K | 13K | – |
| VISA INC | COM CL A | 6M | 24K | – |
| VISTA OUTDOOR INC | COM | 234K | 6K | – |
| WASTE MGMT INC DEL | COM | 9M | 41K | – |
| WORLD GOLD TR | SPDR GLD MINIS | 4M | 85K | – |
| ZOMEDICA CORP | COM | 2K | 13K | – |