Pure Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,041,425
Clients
67
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$687,185
About
Pure Wealth Management provides financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services include comprehensive financial planning, retirement and estate planning, cash‑flow and tax planning, portfolio management, hourly and fixed‑scope planning engagements, and periodic net‑worth and performance reporting.
The firm manages portfolios on a discretionary basis guided by written investment policy statements and uses a tactical asset‑allocation approach that emphasizes non‑correlation, concentrated holdings, and global diversification across multiple asset classes. Portfolios are implemented primarily with no‑load and low‑load mutual funds and ETFs, with occasional use of individual stocks and bonds; trades are placed under a limited power of attorney and accounts are reviewed at least quarterly.
Distinctive features include an affiliation with a broker‑dealer and the advisor’s status as a registered representative, which enables access to commissionable products such as annuities, insurance and certain IPOs; these dual roles and solicitor arrangements are disclosed in the brochure and may create potential conflicts of interest. The firm also does not impose a minimum account size and encourages clients to compare custodian statements with the firm’s reports to monitor fees and performance.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Fee options
Financial plan fees range from $0 to $10,000 (negotiable); Investment Management Agreement fee $100 annually (negotiable)
$0 - $1,000,000: 0.80% (Equity/Balanced Portfolio) $1,000,001 - $3,000,000: 0.60% (Equity/Balanced Portfolio) $3,000,001+: 0.40% (Equity/Balanced Portfolio) $0 - $1,000,000: 0.40% (Fixed Income Portfolio) $1,000,001 - $3,000,000: 0.30% (Fixed Income Portfolio) $3,000,001+: 0.20% (Fixed Income Portfolio) $0 - $1,000,000: 0.20% (Cash/CDs non-profit and corporate cash accounts) $1,000,001 - $3,000,000: 0.15% (Cash/CDs non-profit and corporate cash accounts) $3,000,001+: 0.10% (Cash/CDs non-profit and corporate cash accounts)
Adviser sells annuities, insurance, stocks, bonds, mutual funds, limited partnerships and receives commissions or other economic benefits from non-clients
Hourly planning engagements billed at $125 per hour
Minimum fee: Minimum annual fee is $0 (no minimum) Fee-only: Financial planning fees range from $0 to $10,000 (negotiable); hourly planning rate $125 per hour; Investment Management Agreement fee $100 annually (negotiable)
Main office location
Pure Wealth Management
10900 E. 183 Rd Street, Ste. 215
Cerritos CA 90703, United States
Number of offices
1
Most active in
Pure Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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