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Purus Wealth Management, LLC

● SEC registered since 2015CRD 174490SEC# 801-80854Newport Beach, CA
Export (members)
Reg. AUM
$548.2M
Employees
11
Accounts
1,436
Location
Newport Beach, CA

Purus Wealth Management, LLC assets under management

Purus Wealth Management, LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2015. It reports $548.2 million in regulatory assets under management and employs 11 people.

Purus Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Bonnie Lee Larsen ControlChief Compliance Officer10-25%2015
John Don Morreale ControlManaging Member10-25%2015
Laura Elizabeth Sillen ControlManaging Member5-10%2015
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Frequently asked questions

How much does Purus Wealth Management, LLC manage?

Purus Wealth Management, LLC reports $548.2 million in regulatory assets under management on its Form ADV.

How many employees does Purus Wealth Management, LLC have?

Purus Wealth Management, LLC reports 11 employees.

Where is Purus Wealth Management, LLC located?

Purus Wealth Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2015.

Does Purus Wealth Management, LLC disclose fund performance?

Purus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4675 MacArthur Court, Suite 770, Newport Beach, CA 92660
Phone949-356-6330
Fax949-356-6331
Office hours9:00 a.m. - 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1844250
Discloses disciplinary historyNo

Assets under management

Discretionary$383.6M
Non-discretionary$164.5M
Total (RAUM)$548.2M