PURE WEALTH MANAGEMENT

Overview

Pure Wealth Management is a small, fee-based advisory firm that serves individuals and families with financial planning and portfolio management for personal and small-business needs. The firm operates as a registered representative of a broker-dealer while delivering advisory services on a percentage-of-AUM fee model. Investment activity is centered on pooled public funds—primarily mutual funds—augmented by targeted allocations to income-producing instruments and selected alternatives. The firm does not position itself as an active ESG investor or a multi-state adviser, and its ownership structure is individual-led. Pure Wealth Management appears to emphasize conventional discretionary wealth management: assembling diversified portfolios for a concentrated client base, managing accounts on a discretionary basis, and accessing third-party specialty managers for nontraditional exposure when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives