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| Purus Wealth Management LLC
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| |
|---|---|
| CRD # | 174490 |
| SEC # | 801-80854 |
| CIK # | 0001844250 |
| AUM | $437.5 MM (2024-06-07) |
| Employees | 10 (30% Investors, 10% Brokers) |
| Phone | 949-356-6330 |
| Address | 4675 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 34.5 | |
| COST | 207,576.9 | 13.3 | |
| ISRG | 72,505.6 | 12.5 | |
| AAPL | 2,382,844.0 | 10.6 | |
| AMZN | 1,092,997.8 | 9.5 | |
| WM | 61,816.0 | 8.7 | |
| AVGO | 201,282.9 | 6.7 | |
| V | 419,260.5 | 6.4 | |
| GOOGL | 1,475,138.5 | 5.6 | |
| MSFT | 1,918,222.4 | 5.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 500 | 94.4 |
| (b) Individuals (high net worth individuals) | 110 | 203.9 |
| (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 | 7 | 137.8 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,456 | 437.5 |
| By Discretionary | ||
| Discretionary | 1,449 | 301.0 |
| Non-Discretionary | 7 | 136.5 |
| Total | 1,456 | 437.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 437.2 | |
| Total | 1,456 | 437.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844250] |
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