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| Purefi Wealth LLC
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|---|---|
| CRD # | 328459 |
| SEC # | 801-128976 |
| CIK # | 0002001520 |
| AUM | 326.4 M (2026-03-24) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-488-9320 |
| Address | 10 Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 8.4 | ||
| Stryker Corp | 7.0 | ||
| Apple Inc | 5.0 | ||
| Microsoft Corp | 5.0 | ||
| Broadcom Inc | 3.8 | ||
| Amazon Com Inc | 3.3 | ||
| Nvidia Corp | 3.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.4 | ||
| Johnson & Johnson | 2.3 | ||
| Alphabet Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 5.3 |
| (b) Individuals (high net worth individuals) | 65 | 287.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 12.1 |
| (h) Charitable organizations | 1 | 15.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 98 | 326.4 |
| By Discretionary | ||
| Discretionary | 94 | 284.2 |
| Non-Discretionary | 4 | 42.2 |
| Total | 98 | 326.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 323.9 | |
| Total | 98 | 326.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001520] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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