| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Brady Corkery Control | Chief Compliance Officer, Chief Administrative Officer | Under 5% | 2023 |
| Paul Michael Simons Control | Founder, Chief Executive Officer | Under 5% | 2023 |
| Pure Wealth Management, LLC Control | Owner | Over 75% | 2023 |
Purefi Wealth, LLC reports $262.5 million in regulatory assets under management on its Form ADV.
Purefi Wealth, LLC reports 7 employees.
Purefi Wealth, LLC is based in Boston, MA and has been SEC-registered since 2023.
Purefi Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10 Post Office Square, Suite 710, Boston, MA 02109 |
| Phone | (617) 488-9320 |
| Office hours | 5-Sep |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $231.8M |
| Non-discretionary | $30.7M |
| Total (RAUM) | $262.5M |