Purefi Wealth, LLC

RIASEC Registered

Total AUM

$326M

Discretionary

$284M

87% of AUM

Avg account

$3.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 328459
Registered since: October 30, 2023
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.16%
Charitable Organizations4.79%
Pension & Profit Sharing Plans3.7%
Corporations / Businesses1.74%
Individuals1.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Purefi Wealth, LLC is an independent registered investment adviser organized as an LLC. The firm registered with the SEC in 2023 and positions itself as a capital allocator for both individual and institutional clients. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Core advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selection of outside advisers. Purefi reports active ESG investing as part of its approach. The firm describes a mix of clients that spans wealthy individuals and families as well as institutional accounts. As a capital allocator that uses third‑party managers, Purefi combines direct equity and ETF exposures with allocations to external alternative managers and insurance products.