A complete list of active advisors currently associated with Purelight Investment Advisors LLC

Warmer can help you find a great advisor at Purelight Investment Advisors LLC or one who fits your needs even better.

Purelight Investment Advisors LLC is a fee‑only, discretionary portfolio management firm founded in 2015 that states its advisory services are provided on a percentage‑of‑assets basis. The brochure indicates the firm generally serves individuals, trusts, estates, and charitable organizations, but it reported no client assets under management as of the filing date. The firm’s investment process centers on documenting client objectives and risk tolerances and implementing portfolios using fundamental and technical analysis, with ongoing monitoring and quarterly account reviews. Purelight accepts discretionary trading authority, aggregates trades across accounts, relies on selected broker‑dealers and custodians for execution and reporting, and discloses that it may receive soft‑dollar research and other broker‑provided benefits. Operational features that distinguish the firm from many peers include no account minimums, an explicit policy not to vote client proxies (clients receive proxies directly), and a small, single‑advisor structure in which the principal is solely responsible for supervision and compliance. The firm also does not use third‑party money managers, does not act as custodian, and discloses soft‑dollar arrangements despite its limited scale.

To learn more about the advisors currently working at Purelight Investment Advisors 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.