A complete list of active advisors currently associated with PUREfi Wealth, LLC

Warmer can help you find a great advisor at PUREfi Wealth, LLC or one who fits your needs even better.

PUREfi Wealth serves individual and high‑net‑worth clients, as well as trusts, estates, retirement plans, and business entities, providing discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting. The firm also advises on manager selection and may recommend or implement separately managed accounts and unified managed account strategies through third‑party managers. The firm’s investment process begins with client meetings to establish objectives and risk tolerance, after which portfolios are constructed from a broad toolkit that includes individual stocks, bonds, ETFs, mutual funds, options, alternative investments, and, where appropriate, digital assets. Portfolios are continuously monitored and rebalanced, and the firm may delegate day‑to‑day trading to third‑party managers or utilize Dynasty’s TAMP model management features for implementation. Noteworthy for a team of its size, PUREfi discloses the use of derivatives (including options) within separately managed accounts offered via its platform relationships, and it may employ margin and structured products where suitable — practices that are less common among comparable team firms. The firm is recently formed (September 2023) and operates with a nine‑advisor team managing institutional‑scale assets while relying on Dynasty for operational and platform support.

To learn more about the advisors currently working at PUREfi Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.