Purefi Wealth, LLC
● SEC registered since 2023CRD 328459SEC# 801-128976Boston, MA
Reg. AUM
$326.4M
Employees
10
Accounts
98
Location
Boston, MA
Purefi Wealth, LLC assets under management
Purefi Wealth, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2023. It reports $326.4 million in regulatory assets under management and employs 10 people.
Purefi Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Brady Corkery Control | Chief Compliance Officer, Chief Administrative Officer | Under 5% | 2023 |
| Paul Michael Simons Control | Founder, Chief Executive Officer | Under 5% | 2023 |
| Pure Wealth Management, LLC Control | Owner | Over 75% | 2023 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Purefi Wealth, LLC manage?
Purefi Wealth, LLC reports $326.4 million in regulatory assets under management on its Form ADV.
How many employees does Purefi Wealth, LLC have?
Purefi Wealth, LLC reports 10 employees.
Where is Purefi Wealth, LLC located?
Purefi Wealth, LLC is based in Boston, MA and has been SEC-registered since 2023.
Does Purefi Wealth, LLC disclose fund performance?
Purefi Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Post Office Square, Suite 710, Boston, MA 02109 |
| Phone | (617) 488-9320 |
| Office hours | 9-5 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$326.4M▲ 23%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$326.4Mregulatory AUM
Discretionary $284.2MNon-discretionary $42.2M