Pure Wealth Management

Pure Wealth Management (CRD# 154120) is a financial advisory firm headquartered in Cerritos, CA. They manage $28,370,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10900 E. 183rd Street, Ste. 215, Cerritos, CA 90703
http://www.purewealthmanagement.com
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $171,939
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Tani, financial advisor Cerritos CA
Jason Tani
CRD#: 2896456
10900 183rd Street, Suite 215, Cerritos, CA 90703

Jason Tani (CRD# 2896456) is an Investment Advisor Representative working at Pure Wealth Management in Cerritos, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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