Purus Wealth Management, LLC
● SEC registered since 2015CRD 174490SEC# 801-80854Newport Beach, CA
Reg. AUM
$658.1M
Employees
12
Accounts
1,512
Location
Newport Beach, CA
Purus Wealth Management, LLC assets under management
Purus Wealth Management, LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2015. It reports $658.1 million in regulatory assets under management and employs 12 people.
Purus Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Lee Larsen Control | Chief Compliance Officer | 10-25% | 2015 |
| John Don Morreale Control | Managing Member | 10-25% | 2015 |
| Laura Elizabeth Sillen Control | Managing Member | 5-10% | 2015 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Purus Wealth Management, LLC manage?
Purus Wealth Management, LLC reports $658.1 million in regulatory assets under management on its Form ADV.
How many employees does Purus Wealth Management, LLC have?
Purus Wealth Management, LLC reports 12 employees.
Where is Purus Wealth Management, LLC located?
Purus Wealth Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2015.
Does Purus Wealth Management, LLC disclose fund performance?
Purus Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4675 MacArthur Court, Suite 770, Newport Beach, CA 92660 |
| Phone | 949-356-6330 |
| Fax | 949-356-6331 |
| Office hours | 9:00 a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1844250 |
| Discloses disciplinary history | No |
Regulatory AUM
$658.1M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$658.1Mregulatory AUM
Discretionary $451.3MNon-discretionary $206.8M