PUREFI WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$326,410,945
Discretionary
$284,215,337
Non-discretionary
$42,195,608
Firm details
- CRD number
- 328459
- SEC file number
- 801-128976
- Main office
- BOSTON, MA, United States
- Employees
- 10
- SEC status
- Approved
- Website
- https://twitter.com/PUREfiWealth
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.