# Purus Wealth Management, LLC

> Purus Wealth Management, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 174490
- Filed as: PURUS WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174490
- AdvisorCensus page: https://advisorcensus.com/firm/purus-wealth-management-llc-newport-beach-ca-174490

## Quick answers

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

**How much does Purus Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $500 an hour (financial planning and consulting services); Flat fee: up to $45,000 (pension consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Purus Wealth Management, LLC located?**
Purus Wealth Management, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Purus Wealth Management, LLC registered with the SEC or a state?**
Purus Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174490.

**How much does Purus Wealth Management, LLC manage?**
Purus Wealth Management, LLC reports $658,133,545 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (69% discretionary).

**How have Purus Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Purus Wealth Management, LLC: Regulatory assets under management: $336,609,184 in the October 2021 data and $658,133,545 in the October 2026 data, up 96%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Purus Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (539); high net worth individuals (96); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

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

**Does Purus Wealth Management, LLC 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/174490

**What changed in Purus Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $548,150,879 to $658,133,545 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Hourly rate: $500 an hour (financial planning and consulting services)

> We charge on an hourly or flat fee basis for financial planning and consult ing services. ... Our hourly fees are maximum $500

- Flat fee: up to $45,000 (pension consulting services)

> We charge on either a fixed fee or on an annualized basis for pension consulting services. ... Our flat fees generally range from up to $45,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $658,133,545
- Discretionary: $451,322,401
- Non-discretionary: $206,811,144

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 539 | $145,532,681 |
| High net worth individuals | 96 | $303,078,247 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $208,034,648 |
| Charitable organizations | Fewer than 5 | $378,764 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,109,205 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, LA, NE, NV, NY, OR, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- puruswealth.com
- puruswealthmanagement.com
- puruswm.com
- Facebook @PURUSWEALTHMANAGEMENT
- LinkedIn @PURUS-WEALTH-MANAGEMENT
- LinkedIn @alexandra-m-gill
- LinkedIn @bonnielarsen
- LinkedIn @christihyatt2
- LinkedIn @hannah-morreale-8456b9a4
- LinkedIn @johnmorrealecfp
- LinkedIn @laurasillen
- LinkedIn @laurenrivera
- LinkedIn @marklarsencfp
- LinkedIn @tiffanynekritz
- X @PURUSWM
- YouTube @UCduZbVPZln3BSlVIL-5rf3Q

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $336,609,184 | 8 | March 24, 2021 |
| October 2022 | $436,234,592 | 9 | March 25, 2022 |
| October 2023 | $383,463,345 | 10 | March 31, 2023 |
| October 2024 | $437,516,475 | 10 | June 7, 2024 |
| October 2025 | $548,150,879 | 11 | June 20, 2025 |
| October 2026 | $658,133,545 | 12 | March 18, 2026 |

Regulatory assets under management: $336,609,184 in the October 2021 data and $658,133,545 in the October 2026 data, up 96%.
Total employees: 8 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $548,150,879 to $658,133,545 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purus Wealth Management, LLC (CRD 174490): Form ADV filing data as of October 2026.