|
⚲
|
| Keyboard |
| Purus Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 174490 |
| SEC # | 801-80854 |
| CIK # | 0001844250 |
| AUM | 658.1 M (2026-03-18) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-356-6330 |
| Address | 4675 MacArthur Court Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844250 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 52.9 | ||
| Broadcom Inc | 17.4 | ||
| Apple Inc | 16.0 | ||
| Costco Wholesale Corp /NEW | 14.9 | ||
| Advanced Micro Devices Inc | 14.8 | ||
| Amazon Com Inc | 11.8 | ||
| Alphabet Inc | 10.3 | ||
| Waste Management Inc | 9.0 | ||
| Intuitive Surgical Inc | 8.7 | ||
| World Currency Gold Trust | 8.0 | ||
| Visa Inc | 7.9 | ||
| Arista Networks Inc | 5.7 | ||
| Microsoft Corp | 5.7 | ||
| Teradyne Inc | 5.4 | ||
| J P Morgan Chase & Co | 4.9 | ||
| GE Vernova Inc | 4.3 | ||
| Caterpillar Inc | 3.2 | ||
| Amgen Inc | 3.1 | ||
| Palantir Technologies Inc | 2.7 | ||
| United Technologies Corp /DE/ | 2.7 | ||
| Facebook Inc | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 145.5 |
| (b) Individuals (high net worth individuals) | 96 | 303.1 |
| (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 | 208.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (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 | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,512 | 658.1 |
| By Discretionary | ||
| Discretionary | 1,505 | 451.3 |
| Non-Discretionary | 7 | 206.8 |
| Total | 1,512 | 658.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 657.7 | |
| Total | 1,512 | 658.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844250] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beck Bode LLC
✚
|
MA | 666.4 M |
|
BCWM LLC
✚
|
KS | 665.2 M |
|
America First Investment Advisors LLC
✚
|
NE | 665.1 M |
|
Alta Wealth Advisors LLC
✚
|
MA | 664.6 M |
|
Duncan & Haley Ltd
✚
|
WA | 664.1 M |
|
Bare Financial Services Inc
✚
|
PA | 662.3 M |
|
Range Advisory LLC
✚
|
VA | 653.9 M |
|
BCU Wealth Advisors LLC
✚
|
IL | 653.6 M |
|
Midwest Professional Planners Ltd
✚
|
WI | 649.3 M |
|
Dale K Ehrhart Inc
✚
|
FL | 648.8 M |