PUREVEST

Overview

Purevest is an independent registered investment adviser organized as a limited liability company that provides financial planning and portfolio management to individuals and families. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. Filings show a clear tilt toward publicly traded equities as the primary portfolio vehicle; equity exposure dominates its managed assets and drives allocation decisions. Purevest does not position itself as an ESG-focused manager and is not registered as a multi-state adviser, and its ownership is held by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices