PUREFI WEALTH, LLC

10 Post Office Square
Suite 710
Boston, Massachusetts 02109
Tel: (617) 488-9320

About PUREFI WEALTH, LLC

PUREFI WEALTH, LLC, formally registered with the SEC as PUREFI WEALTH, LLC. The firm was established in 10/30/2023. They have over 1 offices throughout the country.

PUREFI WEALTH, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $265,936,218 assets under management, offering retirement planning & investment advisory services to 331 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328459
SEC#	801-128976
Assets Managed by Firm	$265,936,218
No. of Clients	331
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	331	$265,936,218
Individuals (other than high net worth individuals)	13	$2,952,355
High net worth individuals	68	$247,577,454
Charitable organizations	Fewer than 5 clients	$14,812,004
Corporations or other businesses	Fewer than 5 clients	$594,405

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