PURUS WEALTH MANAGEMENT, LLC

NEWPORT BEACH, California·4 registered advisors·CRD# 174490
SEC# 801-808540949-356-6330
01

Firm Overview

AUM
$438M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PURUS WEALTH MANAGEMENT, LLC

4 registered advisors
Bonnie Lee Larsen
NEWPORT BEACH, California
John Don Morreale
NEWPORT BEACH, California
Laura Elizabeth Sillen
NEWPORT BEACH, California
Mark Christopher Larsen
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
4 advisors

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Data sourced from SEC Form ADV filings. PURUS WEALTH MANAGEMENT, LLC (CRD# 174490) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.