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

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

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.

To learn more about the advisors currently working at Purus Wealth Management, 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.