Purus Wealth Management, LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 174490
- Registered since
- January 23, 2015
- Custodians
- CHARLES SCHWAB & CO., INC., THE STANDARD
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.05%
- Pension & Profit Sharing Plans31.61%
- Individuals22.11%
- Corporations / Businesses0.17%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Purus Wealth Management, LLC is an independent, owner-operated RIA that has been SEC-registered since 2015. The firm serves a mix of individual, family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Their fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Purus does not self-identify as an active ESG investor and is not structured as a capital allocator.
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 Equities51%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1
Mark Larsen
CEOCRD 1325124
Contacts
3 of 5
Lauren Rivera
Director of Client ServicesCRD 5436745
Bonnie Larsen
CCO, Managing DirectorCRD 5781892
John Morreale
Managing Partner, Investment Advisor RepresentativeCRD 2155743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$160M in ETFs
76%
$122M
22%
$38.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $8M | 101,226 | 5.02% |
Location
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
- 4675 Mac Arthur Ct
- Time zone
- PT (UTC-8)
- Office locations
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