Sumit Mehta
Investment adviser representative at Pure Financial Advisors, LLC
15 yearsExperience
2 statesRegistered in
$11.1BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Pure Financial Advisors, LLCNov 2022 to now
- Mip IncJun 2016 to now
- Emerald Ventures LLCSep 2011 to now
- Northrock PartnersApr 2021 to Apr 2022
- Growth Capital Services, Inc.May 2018 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2846983
- Firm CRD
- 144316