Purus Wealth Management, LLC

Purus Wealth Management, LLC (CRD# 174490) is a financial advisory firm headquartered in Newport Beach, CA. They manage $139,700,000 in 815 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $171,411
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
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, MN, NV, TX

Financial Advisors at Purus Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
John D. Morreale
CRD#: 2155743
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660
96
Wealthminder
score

John Morreale (CRD# 2155743) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry. John Morreale has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bonnie L. Larsen
CRD#: 5781892
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660
93
Wealthminder
score

Bonnie Larsen (CRD# 5781892) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry.

3
Laura E. Sillen
CRD#: 5025645
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660
93
Wealthminder
score

Laura Sillen (CRD# 5025645) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

4
Mark C. Larsen
CRD#: 1325124
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660
86
Wealthminder
score

Mark Larsen (CRD# 1325124) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 22 years of experience in the finance industry. Mark Larsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Laurel B. Mann
CRD#: 4154867
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660
86
Wealthminder
score

Laurel Mann (CRD# 4154867) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry. Laurel Mann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Lauren A. Rivera
CRD#: 5436745
4675 Macarthur Court, Suite 770, Newport Beach, CA 92660
73
Wealthminder
score

Lauren Rivera (CRD# 5436745) is an Investment Advisor Representative working at Purus Wealth Management, LLC in Newport Beach, CA and has over 7 years of experience in the finance industry.

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