Purefi Wealth, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 328459
- Registered since
- October 30, 2023
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.16%
- Charitable Organizations4.79%
- Pension & Profit Sharing Plans3.7%
- Corporations / Businesses1.74%
- Individuals1.61%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Purefi Wealth, LLC is an independent registered investment adviser that began SEC registration in 2023 and operates as a limited liability company with domestic entity and individual ownership. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that uses third‑party managers alongside in‑house advice. Advisory offerings include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Fee arrangements are flexible and include a percentage of AUM, hourly billing, and fixed fees. Purefi also identifies as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities32%
- Public Funds/Mutual Funds29%
- State & Local Bonds21%
- Cash & Cash Equivalents16%
- US Government Bonds1%
Owners & executives
2 of 2
Charles Corkery
Chief Administrative OfficerCRD 6811705
Paul Simons
Founder & CEOCRD 1720329
Contacts
3 of 6
William Nichols
PartnerCRD 2046111
Sandy Galuppo
PartnerCRD 2630674
Nicole Bogert
Client Service ManagerCRD 8109038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$89.1M in ETFs
64%
$56.6M
28%
$32.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $8.7M | 11,593 | 9.74% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 10 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
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