Purus Wealth Management, LLC

Purus Wealth Management, LLC (CRD# 174490) is a financial advisory firm headquartered in Newport Beach, CA. They manage $437,516,475 in 1,456 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    438
    MILLION
  • Total Number of Accounts
    1,456
    ACCOUNTS
  • Average Account Value
    $300,492
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, LA, NE, NV, NY, OR, TX, UT

Financial Advisors at Purus Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Bonnie L. Larsen
CRD#: 5781892
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660

Bonnie Larsen (CRD# 5781892) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.

2
Mark C. Larsen
CRD#: 1325124
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660

Mark Larsen (CRD# 1325124) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 29 years of experience in the finance industry.

3
John D. Morreale
CRD#: 2155743
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660

John Morreale (CRD# 2155743) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 32 years of experience in the finance industry.

4
Lauren A. Rivera
CRD#: 5436745
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660

Lauren Rivera (CRD# 5436745) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.

5
Laura E. Sillen
CRD#: 5025645
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660

Laura Sillen (CRD# 5025645) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 13 years of experience in the finance industry.

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