A complete list of active advisors currently associated with Purewater Capital, LLC

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

Purewater Capital, LLC provides discretionary asset management, financial planning, retirement‑plan advisory and consulting services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and other business entities. As of December 31, 2025 the firm reported $149,496,644 in discretionary assets under management, notes it has no account minimum for asset management, and may also recommend third‑party money managers. The firm combines fundamental analysis with technical tools such as charting and employs both long‑ and short‑term strategies, with the ability to use margin and options writing when appropriate, while aligning portfolios to client Investment Policy Statements. Accounts are managed on a discretionary basis, reviewed at least monthly, and held with Charles Schwab as custodian; advisory fees are billed in arrears and may be deducted from client accounts with authorization. Notable features include a formal relationship with DPL Financial Partners to provide insurance‑platform reviews and access to fixed, fixed‑indexed, and variable annuities, and that certain advisers are licensed insurance agents—conflicts the brochure discloses and describes procedures to manage. The firm also offers retirement plan 3(21) consulting, may pay estate‑planning or tax‑preparation services for clients on a case‑by‑case basis, does not vote client proxies, and does not charge performance‑based fees.

To learn more about the advisors currently working at Purewater Capital, 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.