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PUREVEST

STATEN ISLAND, NY · CRD 318332 · IAPD ↗ · purevest.net · (347) 466-4400

$51.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — PUREVEST reported RAUM up 48% ($34.8M -> $51.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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