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Bonnie Lee Larsen

PURUS WEALTH MANAGEMENT, LLC·NEWPORT BEACH, California
Unclaimed Profile
4675 MACARTHUR COURT, NEWPORT BEACH, CA 92660CRD# 5781892Firm CRD# 174490
01

About

Bonnie Lee Larsen is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PURUS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PURUS WEALTH MANAGEMENT, LLC
PURUS WEALTH MANAGEMENT, LLC
AUM
$438M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PURUS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5781892
Firm CRD# 174490
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bonnie Lee Larsen offer?
Bonnie Lee Larsen specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Bonnie Lee Larsen's credentials?
Bonnie Lee Larsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bonnie Lee Larsen located?
Bonnie Lee Larsen is based in NEWPORT BEACH, California, working with PURUS WEALTH MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Bonnie Lee Larsen charge for services?
Bonnie Lee Larsen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURUS WEALTH MANAGEMENT, LLC?
PURUS WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $438M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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