# Purevest

> Purevest is an SEC-registered investment advisory firm in Staten Island, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 318332
- Filed as: PUREVEST
- Legal name: Purevest, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Staten Island, NY
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318332
- AdvisorCensus page: https://advisorcensus.com/firm/purevest-staten-island-ny-318332

## Quick answers

**How is Purevest compensated?**
On its Form ADV (Item 5.E, October 2026), Purevest reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Purevest located?**
Purevest's principal office is in Staten Island, NY, according to its Form ADV.

**Is Purevest registered with the SEC or a state?**
Purevest is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318332.

**How much does Purevest manage?**
Purevest reports $51,584,037 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (0% discretionary).

**How have Purevest's assets and staff changed since 2022?**
In the Form ADV data for Purevest: Regulatory assets under management: $30,258,687 in the October 2022 data and $51,584,037 in the October 2026 data, up 70%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Purevest serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (10).

**Which custodians does Purevest use?**
Purevest's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Purevest report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318332

**What changed in Purevest's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $34,765,892 to $51,584,037 (+48%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $51,584,037
- Discretionary: $0
- Non-discretionary: $51,584,037

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $19,978,522 |
| High net worth individuals | 10 | $31,605,515 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- purevest.net
- LinkedIn @stevengitter

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $30,258,687 | 2 | June 14, 2022 |
| October 2023 | $27,650,000 | 2 | March 25, 2023 |
| October 2024 | $32,340,960 | 2 | April 8, 2024 |
| October 2025 | $34,765,892 | 2 | May 18, 2025 |
| October 2026 | $51,584,037 | 2 | March 13, 2026 |

Regulatory assets under management: $30,258,687 in the October 2022 data and $51,584,037 in the October 2026 data, up 70%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $34,765,892 to $51,584,037 (+48%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purevest (CRD 318332): Form ADV filing data as of October 2026.