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PUREFI WEALTH, LLC

BOSTON, MA · CRD 328459 · IAPD ↗ · (617) 488-9320

$326.4MRegulatory AUM
8Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
7States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — PUREFI WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2026 — PUREFI WEALTH, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
January 2026 — PUREFI WEALTH, LLC's Item 11 disclosure-reporting entries rose by 2 (2 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
73
January 2025 — PUREFI WEALTH, LLC reported RAUM up 147% ($107.6M -> $265.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — PUREFI WEALTH, LLC notice-filed in CA, CT, NH, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — PUREFI WEALTH, LLC now reports custody of client assets ($19.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — PUREFI WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
March 2024 — PUREFI WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
March 2024 — PUREFI WEALTH, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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