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PURE PORTFOLIOS

LAKE OSWEGO, OR · CRD 311002 · IAPD ↗ · pureportfolios.com · 877-261-0015

$360.5MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — PURE PORTFOLIOS (LAKE OSWEGO, OR) left the SEC roster (was $360.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
January 2025 — PURE PORTFOLIOS notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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