PURUS WEALTH MANAGEMENT, LLC

Overview

Purus Wealth Management, LLC manages a primarily equity-focused advisory practice that mixes direct stock positions with broad ETF exposure. The firm favors exchange-traded equities as its core building blocks, while using third-party alternative managers to add diversification and return streams outside public markets. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and client education, and the firm serves both individual/family and institutional clients. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are used depending on the client and service. Investment activity shows a tilt toward concentrated public equity stakes alongside diversified ETF allocations. The firm is not an active ESG investor and it does not position itself as a capital allocator. It also maintains a relationship with an insurance company as part of its product and custody mix, reflecting the use of insurance-wrapped solutions where appropriate (for example annuities).

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Public Holdings

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Location & Offices