Pure Wealth Management
Firm details
- Headquarters
- Cerritos, California
- CRD number
- 154120
- Website
- www.purewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pure Wealth Management is a small, privately owned wealth advisory practice that serves individual and family clients. The firm operates as a registered representative of a broker-dealer and charges fees based on a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The owner-type is listed as an individual, and the adviser is not designated as a multi-state or ESG-focused manager.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents32%
- US Government Bonds15%
- Exchange Traded Equities14%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jason Tani
President, Chief Investment OfficerCRD 2896456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cerritos, CA
Los Angeles
Location
Cerritos, CA
Headquartered in Cerritos, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10900 183rd St
- Time zone
- PT (UTC-8)
- Office locations
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