Purus Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$448,610,928
Clients
635
Advisors
6
across 2 offices
About
Purus Wealth Management provides investment management, financial planning, and pension consulting to individuals, high net worth clients, trusts, pension and corporate clients, overseeing roughly $658 million across about 635 client relationships. The firm delivers portfolio management primarily through a wrap-fee asset management program (PAM) and also offers written financial plans, ongoing pension consulting for plan sponsors, and ad hoc consulting services.
The firm’s investment process incorporates both fundamental and technical analysis and employs a range of strategies — including long- and short-term holdings, trading, short sales, options, margin, private funds and interval funds — with portfolios tailored to clients’ objectives and risk tolerances. Purus offers discretionary management (with client-imposed restrictions permitted under PAM), a non-wrap “held-away” solution using the Pontera platform to avoid custody, and educates plan sponsors that it will act as an ERISA fiduciary when engaged for pension consulting.
What sets Purus apart from many peers is its client education program: it hosts PSS seminars on topics such as budgeting, market overviews, estate planning, retirement and investments, and discloses that product wholesalers sometimes help fund such events. The firm also operates a wrap-fee program while retaining a non-wrap held-away option, and is licensed as an insurance agency (Purus Insurance Services), with advisors able to offer insurance products for which they may receive customary commissions as disclosed to clients.
Client services
Expertise
Occupation focus
Fee options
Flat fees generally range from $1,500 to $20,000 for financial planning and consulting services; flat fees up to $45,000 for pension consulting services; seminar attendance fee up to $500.
$0 - $2,000,000: 1.50% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.20% annually
Hourly fees up to $500 for financial planning and consulting services.
Fee-only: Hourly fees up to $500; flat fees ranging from $1,500 to $20,000 for financial planning and consulting services; flat fees up to $45,000 or annualized fees for pension consulting as per tiered schedule; seminar attendance fee up to $500.
Main office
See office4675 Macarthur Court, Suite 770
Newport Beach CA 92660
Advisors at this office
5
Offices (2)
Most active in
Arizona · California · Florida · Louisiana · Nebraska · Nevada · New York · Oregon · Texas · Utah
Also doing business as
Manb Inc. · Purus Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Chad M
Series 65
Fort Worth, TX
Purus Wealth Management, LLC
Chad Morris is a financial advisor at Purus Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Purus Wealth Management since 2020, with a break before returning in 2025. Outside of his advisory role, Morris serves as a firefighter with the Fort Worth Fire Department and is co-owner and light technician for The Brigade Brothers, a holiday lighting service. Purus Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high net worth clients, trusts, pension, and corporate clients. The firm employs a broad range of investment strategies tailored to clients’ objectives and risk tolerances and runs a client education program alongside its portfolio management offerings.
Mark L
CFP®, Series 63, Series 65
Newport Beach, CA
Purus Wealth Management, LLC
Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.
Laura S
Series 66
Newport Beach, CA
Purus Wealth Management, LLC
Laura Sillen is a financial advisor at Purus Wealth Management, LLC in Newport Beach, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Purus Wealth Management and MANB, Inc. since 2015. Outside of her advisory role, she is involved in insurance sales as an agent and assists with marketing and business management at MANB, Inc. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining fundamental and technical analysis, and offers portfolio management alongside an educational seminar program.
Bonnie L
Series 66
Newport Beach, CA
Purus Wealth Management, LLC
Bonnie Larsen is a financial advisor at Purus Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Purus Wealth Management since 2015. In addition to her advisory role, she is an officer at MANB, Inc., where she is involved in marketing activities. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm customizes investment strategies using both fundamental and technical analysis and offers a range of portfolio management options alongside a client seminar program.
Lauren R
Series 66
Newport Beach, CA
Purus Wealth Management, LLC
Lauren Rivera is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Purus Wealth Management, LLC since 2015 and is also involved with Manb, Inc as a marketing consultant. Additionally, Rivera works as an insurance agent with various carriers in Trabuco Canyon, CA. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining portfolio management with a formal educational seminar program and ongoing pension-plan oversight.
John M
CFP®, Series 63, Series 66
Newport Beach, CA
Purus Wealth Management, LLC
John Morreale is a CFP® with 28 years of industry experience, currently serving at Purus Wealth Management, LLC. He has been with Purus and its related entity MANB, Inc. since 2015, where he coordinates marketing activities and is involved in fixed insurance sales. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm combines portfolio management with a formal seminar program and employs a range of investment strategies tailored to client goals and risk tolerance.
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