PRUVISE

RIASEC Registered
Total AUM
$150K
Discretionary
$0
0% of AUM
Avg account
$50K
Accounts
3
Employees
1
Advisory reps
2

Firm details

Headquarters
NEWPORT BEACH, California
CRD number
304365
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pruvise is a small corporate-structured advisory practice owned by an individual and registered as an investment adviser entity in FINTRX. The firm combines accounting services with advisory work, offering financial planning and portfolio management for individuals, small businesses, and institutional clients, and it lists pension consulting among its advisory activities. Its fee arrangements include asset-based fees, hourly billing, and performance-based fees. Pruvise does not identify as an active ESG investor and is not organized as a multi-state adviser or capital allocator in the FINTRX snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Owners & executives

2 of 2
  • Tristan DeMers

    CFOCRD 7025989

  • CARL FERNANDEZ

    CIOCRD 2689514

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEWPORT BEACH, CA

ORANGE

Location

NEWPORT BEACH, CA

Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
4695 MacArthur Ct
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth