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PURUS WEALTH MANAGEMENT, LLC
PURUS WEALTH MANAGEMENT, LLC
NEWPORT BEACH, California
·
4 registered advisors
·
CRD# 174490
SEC# 801-80854
0
949-356-6330
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 Planning
Investment Management
04
Advisors at PURUS WEALTH MANAGEMENT, LLC
4 registered advisors
Bonnie Lee Larsen
NEWPORT BEACH, California
CRD# 5781892
John Don Morreale
NEWPORT BEACH, California
CRD# 2155743
Laura Elizabeth Sillen
NEWPORT BEACH, California
CRD# 5025645
Mark Christopher Larsen
NEWPORT BEACH, California
CRD# 1325124
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
.