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| Happy Holidays!! thanks for using AUM13F!! |
| Purefi Wealth LLC
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| CRD # | 328459 |
| SEC # | 801-128976 |
| CIK # | 0002001520 |
| AUM | $262.5 M (2025-06-17) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 617-488-9320 |
| Address | 10 Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002001520 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Stryker Corp | 8.5 | ||
| Microsoft Corp | 5.2 | ||
| Amazon Com Inc | 3.3 | ||
| Broadcom Inc | 3.2 | ||
| Apple Inc | 3.2 | ||
| Wal Mart Stores Inc | 2.5 | ||
| Nvidia Corp | 1.8 | ||
| Oracle Corp | 1.8 | ||
| Lilly Eli & Co | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| VISA Inc | 1.4 | ||
| Johnson & Johnson | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| Automatic Data Processing Inc | 1.2 | ||
| Exxon Mobil Corp | 1.1 | ||
| Home Depot Inc | 1.1 | ||
| AbbVie Inc | 1.1 | ||
| Eaton Corp Ltd | 1.0 | ||
| Procter & Gamble Co | 1.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 2.9 |
| (b) Individuals (high net worth individuals) | 68 | 244.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 14.4 |
| (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 | 1 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 334 | 262.5 |
| By Discretionary | ||
| Discretionary | 323 | 231.8 |
| Non-Discretionary | 11 | 30.7 |
| Total | 334 | 262.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 259.8 | |
| Total | 334 | 262.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002001520] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Eastgate Capital Advisors LLC
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IL | 0.3 |
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Rademacher Financial Inc
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KS | 0.3 |
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Columbia Advisory Partners LLC
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WA | 0.3 |
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Branson Frank A Inc
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CA | 0.3 |
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NorthStar Financial Planning LLC
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NH | 0.3 |
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Catawba River Capital
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SC | 0.3 |
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Ballentine Capital Advisors Inc
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SC | 0.3 |
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GFS Wealth Management Advisors Inc
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CT | 0.3 |
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Silver Oak Wealth Advisors Services LLC
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CA | 0.3 |
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Secura Financial LLC
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|
CA | 0.3 |