Pure Wealth Management
Pure Wealth Management (CRD# 154120) is a financial advisory firm headquartered in Cerritos, CA. They manage $16,513,404 in 118 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$139,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Jason Tani (CRD# 2896456) is an Investment Advisor Representative working at Pure Wealth Management in Cerritos, CA and has over 20 years of experience in the finance industry.