{
  "crd_number": 328459,
  "slug": "purefi-wealth-llc-boston-ma-328459",
  "primary_business_name": "PUREFI WEALTH, LLC",
  "legal_name": "PUREFI WEALTH, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-10-30",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 326410945.0,
  "raum_discretionary": 284215337.0,
  "raum_non_discretionary": 42195608.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 15623653.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 5266233.0,
      "count": 27
    },
    "pension_profit_sharing": {
      "raum": 12080000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 287772434.0,
      "count": 65
    },
    "corporations_other_businesses": {
      "raum": 5668625.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "MA",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/people/PUREfi-Wealth/61553923394897",
    "https://instagram.com/purefiwealth",
    "https://linkedin.com/company/purefi-wealth",
    "https://purefiwealth.com",
    "https://twitter.com/PUREfiWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328459",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459",
  "display_name": "Purefi Wealth, LLC",
  "summary": "Purefi Wealth, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Purefi Wealth, LLC (CRD 328459): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Purefi Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Purefi Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Purefi Wealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: $1,000 to $250,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Purefi Wealth, LLC located?",
      "a": "Purefi Wealth, LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Purefi Wealth, LLC registered with the SEC or a state?",
      "a": "Purefi Wealth, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328459."
    },
    {
      "q": "How much does Purefi Wealth, LLC manage?",
      "a": "Purefi Wealth, LLC reports $326,410,945 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (87% discretionary)."
    },
    {
      "q": "How have Purefi Wealth, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Purefi Wealth, LLC: Regulatory assets under management: $107,560,136 in the October 2024 data and $326,410,945 in the October 2026 data, up 203%. Total employees: 5 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Purefi Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (27); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Which custodians does Purefi Wealth, LLC use?",
      "a": "Purefi Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Purefi Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328459"
    },
    {
      "q": "What changed in Purefi Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $262,472,650 to $326,410,945 (+24%). Employees performing advisory functions went from 5 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107560136.0,
      "total_employees": 5,
      "filing_date": "2024-04-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 262472650.0,
      "total_employees": 7,
      "filing_date": "2025-06-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 326410945.0,
      "total_employees": 10,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $262,472,650 to $326,410,945 (+24%).",
        "Employees performing advisory functions went from 5 to 8."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $250,000 (Retirement Plan Consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $250,000 (Retirement Plan Consulting services)"
        ],
        "quotes": [
          "Our flat fees range from $1000 to $250,000. Fees based on a percentage of managed Plan assets will not exceed 1.50%."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 250000.0,
          "period": "one_time",
          "service": "Retirement Plan Consulting services"
        }
      ]
    },
    "quotes": [
      "Our flat fees range from $1000 to $250,000. Fees based on a percentage of managed Plan assets will not exceed 1.50%."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 5266233.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 287772434.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 12080000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 15623653.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 5668625.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328459",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}