SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Purus Wealth Management, LLC
Newport Beach, CA
CRD 174490
Firm filing updated March 18, 2026 ·
- $658.1MAssets
- 4Advisory staff
- 1,512Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals539
- High net worth individuals96
- Pension and profit sharing plans7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 539 | $145.5 million |
| High net worth individuals | 96 | $303.1 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $208.0 million |
| Charitable organizations | Fewer than 5 clients | $378,764 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$658.1 million
- Accounts1,512
- Discretionary$451.3 million · 1,505 accounts
- Non-discretionary$206.8 million · 7 accounts
People
- Employees12
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients1 to 10
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 174490, SEC file 801-80854.
- Registered with the SEC as an investment advisor (status date on record: January 23, 2015).
Is Purus Wealth Management, LLC a fiduciary?
Short answer: Purus Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.