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Newport Beach, CA Office

Team
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Purus Wealth Management, LLC logo

Purus Wealth Management, LLC

Team

Firm-wide stats for Purus Wealth Management, LLC

Total advisors

6

Across 2 offices

Clients per advisor

106 Very High

Avg AUM per client

$706,474 Low

HNW client ratio

15% Low

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.

Based on Purus Wealth Management, LLC

Expertise

Private / alternative investments Business succession planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Based on Purus Wealth Management, LLC

Occupation focus

Founder/Business Owner Executive

Based on Purus Wealth Management, LLC

Location

4675 Macarthur Court, Suite 770

Newport Beach CA 92660

Advisors at this office

5

Advisors at this office

user avatar

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.

Private / alternative investments Business succession planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Business succession planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Business succession planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Business succession planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

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.

Private / alternative investments Business succession planning General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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