Pure Wealth Management

Pure Wealth Management (CRD# 154120) is a financial advisory firm headquartered in Cerritos, CA. They manage $14,134,031 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $125,080
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Pure Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jason J. Tani
CRD#: 2896456
10900 183rd Street, Suite 215, Cerritos, CA 90703
83
Wealthminder
score

Jason Tani (CRD# 2896456) is an Investment Advisor Representative working at Pure Wealth Management in Cerritos, CA and has over 19 years of experience in the finance industry.

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