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PUREWATER CAPITAL, LLC

FORT WORTH, TX · CRD 166154 · IAPD ↗ · purewatercapital.com · (817) 416-8680

$149.5MRegulatory AUM
4Advisory reps
5Employees
5Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — PUREWATER CAPITAL, LLC reported RAUM up 34% ($111.6M -> $149.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — PUREWATER CAPITAL, LLC notice-filed in FL, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
August 2025 — PUREWATER CAPITAL, LLC (FORT WORTH, TX) is newly SEC-registered with $111.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.