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, individual-owned registered investment adviser that has been SEC registered since 2015. The firm serves both individual and family clients as well as institutional accounts, offering a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Purus maintains relationships with insurance providers and uses annuities as part of its product set. The firm does not identify as an active ESG investor.
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
Bonnie Larsen
CCO, Managing DirectorCRD 5781892
Laura Sillen
Investment Advisor, Founding PrincipalCRD 5025645
Lauren Rivera
Director of Client ServicesCRD 5436745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$151M in ETFs
73%
$110M
24%
$41.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ NEXT GEN 100 ETF (QQQJ) | Invesco | Passive | Mid Cap Growth | $6.4M | 145,868 | 4.23% |
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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