Purus Wealth Management LLC

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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
Phone949-356-6330
Address4675 MacArthur Court
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($M)
70056042028014002010201520212027
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 ($M)
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AUM Breakdown Accounts AUM ($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)
Clients1 (1 non-US)
ServesInstitutional, Retail, Research
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