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PURUS WEALTH MANAGEMENT, LLC

NEWPORT BEACH, CA · CRD 174490 · IAPD ↗ · 949-356-6330

$658.1MRegulatory AUM
4Advisory reps
12Employees
1Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — PURUS WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — PURUS WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($437.5M -> $548.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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