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Building 2PURUS WEALTH MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-356-6330
NotebookSEC #801-80854
Total AUM
$658.1M
Employees
12
Clients
644

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4675 MACARTHUR COURT
SUITE 770
NEWPORT BEACH
CA 92660
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
949-356-6330

ReceiptFinancials

Total AUM
$658.1M
Accounts
1,512
Discretionary
$451.3M
Accounts
1,505
Non-Discretionary
$206.8M
Accounts
7

ContactClients

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Individual Clients
539
AUM
$145.5M
HNW Individual Clients
96
AUM
$303.1M
Pension/Profit Sharing Plan Clients
7
AUM
$208M
Charitable Organization Clients
1
AUM
$378.8K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLLANENVNYORTXUT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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