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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Purus Wealth Management LLC
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| CRD # | 174490 |
| SEC # | 801-80854 |
| CIK # | 0001844250 |
| AUM | $548.2 M (2025-06-20) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 949-356-6330 |
| Address | 4675 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 43.5 | ||
| Costco Wholesale Corp /NEW | 16.0 | ||
| Intuitive Surgical Inc | 13.7 | ||
| Broadcom Inc | 12.8 | ||
| Amazon Com Inc | 11.0 | ||
| Apple Inc | 10.6 | ||
| Waste Management Inc | 9.8 | ||
| VISA Inc | 8.5 | ||
| Microsoft Corp | 7.0 | ||
| World Currency Gold Trust | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 515 | 132.0 |
| (b) Individuals (high net worth individuals) | 88 | 249.1 |
| (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 | 165.5 |
| (h) Charitable organizations | 0 | 0.3 |
| (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 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,436 | 548.2 |
| By Discretionary | ||
| Discretionary | 1,429 | 383.6 |
| Non-Discretionary | 7 | 164.5 |
| Total | 1,436 | 548.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 547.8 | |
| Total | 1,436 | 548.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844250] |
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CO | 0.6 |
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Midwest Professional Planners Ltd
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WBI Investments LLC
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Milestone Asset Management LLC
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PA | 0.5 |
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Outlook Wealth Advisors LLC
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TX | 0.5 |
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Clean Yield Group Inc
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VT | 0.5 |
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5C Capital Management LLC
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NJ | 0.5 |
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Precedent Wealth Partners LLC
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TX | 0.5 |