# Pure Wealth Management

> Pure Wealth Management is a state-registered investment advisory firm in Cerritos, CA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 154120
- Filed as: PURE WEALTH MANAGEMENT
- Legal name: Pure Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cerritos, CA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154120
- AdvisorCensus page: https://advisorcensus.com/firm/pure-wealth-management-cerritos-ca-154120

## Quick answers

**How is Pure Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Pure Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pure Wealth Management located?**
Pure Wealth Management's principal office is in Cerritos, CA, according to its Form ADV.

**Is Pure Wealth Management registered with the SEC or a state?**
Pure Wealth Management is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 154120.

**How much does Pure Wealth Management manage?**
Pure Wealth Management reports $46,041,425 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does Pure Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67).

**Does Pure Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154120

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,041,425
- Discretionary: $46,041,425
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $46,041,425 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purewealthmanagement.com
- purewm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pure Wealth Management (CRD 154120): Form ADV filing data as of October 2026.