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| Purus Wealth Management LLC
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| 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) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/18/2026) [Brochure] |
|---|
Item 5: Fees & Compensation
How We Are Compensated for Our Advisory Services
PURUS Seminar Services (“PSS”):
Clients will be charged up to $500 to attend an educational seminar. The fee is payable in advance
and will be detailed in the signed PSS Agreement. Client will have up to 48 hours prior to the seminar
to unconditionally rescind their reservation and receive a full refund of all fees.
PURUS Planning Services (“PPS”):
We charge on an hourly or flat fee basis for financial planning and consulting services. The total
estimated fee, as well as the ultimate fee that we charge you, is negotiable and is based on the scope
and complexity of our engagement with you. Our hourly fees are maximum $500 and our flat fees
generally range from $1,500 to $20,000.
We may require a retainer of fifty-percent (50%) of the ultimate financial planning or consulting fee
with the remainder of the fee directly billed to you and due to us within thirty (30) days of your
financial plan being delivered or consultation rendered to you. In all cases, we will not require a
retainer exceeding $1,200 when services cannot be rendered within 6 (six) months.
ADV Part 2A – Firm Brochure Page 6 Purus Wealth Management, LLC
PURUS Pension Consulting (“PPC”):
We charge on either a fixed fee or on an annualized basis for pension consulting services. The
ultimate fee that we charge you is based on the scope and complexity of our engagement with you.
Our flat fees generally range from up to $45,000 and our annualized fees are as follows:
Assets Under Management Annual Percentage of Assets Charge
$0 to $2,000,000 1.50%
$2,000,000 to $5,000,000 0.75%
$5,000,000 to $10,000,000 0.50%
Over $10,000,000 0.20%
The fee-paying arrangements for our pension consulting service are negotiable, will be determined
on a case-by-case basis and will be detailed in the signed advisory agreement.
Non-Wrap Asset Management For Held Away Accounts:
The maximum annual fee charged for this service will not exceed 1%. Fees to be assessed will be
outlined in the advisory agreement executed by the Client. Annualized fees are billed on a pro-rata
basis quarterly and in advance based on the value of your account on the time-weighted daily average
of the previous quarter. Fees are negotiable. PWM will either directly debit the advisory fees from
one of the clients managed accounts or send a direct invoice payable within 30 days. As part of this
process, Clients understand the following:
a) The client’s independent custodian sends statements at least quarterly showing the market
values for each security included in the Assets and all account disbursements, including the
amount of the advisory fees paid to our firm;
b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
firm will send an invoice directly to the custodian; and
Other Types of Fees & Expenses
Clients are subject to the following separately incurred expenses, which we do not receive any part
of: charges imposed directly by a mutual fund, index fund, or exchange traded fund which shall be
disclosed in the fund’s prospectus (i.e., fund management fees and other fund expenses).
Wrap fee clients will receive our Form ADV, Part 2A, Appendix 1 (the “Wrap Fee Program Brochure”).
Wrap fee clients will not incur transaction costs for trades. More information about this is disclosed
in our separate Wrap Fee Program Brochure.
Termination & Refunds
We charge our advisory fees quarterly in advance. In the event that you wish to terminate our
services, we will refund the unearned portion of our advisory fee to you. You need to contact us in
writing and state that you wish to terminate our services. Upon receipt of your letter of termination,
we will proceed to close out your account and process a pro-rata refund of unearned advisory fees.
ADV Part 2A – Firm Brochure Page 7 Purus Wealth Management, LLC
Commissionable Securities Sales
Our firm and representatives do not sell securities for a commission in advisory accounts. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/18/2026) [Brochure] |
|---|
Item 7: Types of Clients & Account Requirements
We have the following types of clients:
• Individuals and High Net Worth Individuals;
• Trusts, Estates, Non-Profit Organizations or Charitable Organizations;
• Pension and Profit Sharing Plans;
• Corporations, Limited Liability Companies and/or Other Business Types.
We do not impose requirements for opening and maintaining accounts or otherwise engaging us. |
| 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 |
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