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 and capital allocator that serves both individual/family clients and institutional accounts. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also performs manager selection. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Purefi identifies as an active ESG investor and reports domestic ownership structure; it registered with the SEC in 2023.
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 2CHARLES CORKERY
Chief Administrative OfficerCRD 6811705
PAUL SIMONS
Founder & CEOCRD 1720329
Contacts
3 of 6WILLIAM 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 98Active vs passive
$72M in ETFs
63%
$45.7M
28%
$26.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $6.4M | 9,776 | 8.87% |
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
Similar firms
GAME CREEK CAPITAL, LP
RIABOSTON, MA
BOSTON FAMILY ADVISORS LLC
RIABOSTON, MA
SAWYER & CO INC
RIABOSTON, MA
KANAME CAPITAL, L.P.
RIABOSTON, MA
LOON LAKE CAPITAL MANAGEMENT LP
RIABOSTON, MA
ASSETGRADE, LLC
RIABOSTON, MA