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Mark Austin Berry

Investment adviser representative at Purewater Capital, LLC
14 yearsExperience
3 statesRegistered in
$149.5MFirm assets
1 yearFirm 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

Experience

14 years in the industry.

  1. Purewater Risk Management LLCJan 2020 to now
  2. Woodbury Financial Services IncMar 2019 to now
  3. Purewater Capital, LLCFeb 2013 to now
  4. Purewater Capital Management LLC.Dec 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 3 states (FL, NE, TX).

Purewater Capital, LLC

$149.5MAssets managed
237Clients
4Advisers
1 yearIn 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
5801150
Firm CRD
166154
Advisor's SEC record (opens in a new tab)
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