


Purus Wealth Management
Financial Services • Newport Beach, California, United States • 1-10 Employees
Company overview
| Headquarters | 4675 MacArthur Ct, Suite 770, Newport Beach, California 92660, US |
| Phone number | +19493566330 |
| Websites | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Client Services |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Purus Wealth Management
Lauren A. Rivera
Director Client Services | Operations At Purus Wealth Management
Purus Wealth Management Email Formats
Purus Wealth Management uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@puruswm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@puruswm.com | 100% |
About Purus Wealth Management
Purus Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Purus Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This social media page is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Purus Wealth Management, LLC unless a client service agreement is in place. Purus Wealth Management is a financial services firm dedicated to helping you manage your wealth and achieve your financial goals by providing personalized service, comprehensive planning and clear—easily perceived and understood—solutions. Supported by a well-established platform that enables Purus Wealth Management to champion the client experience in innovative and effective ways, we are a collaborative team of experienced investment advisors who earn the trust of our clients by serving them with integrity while striving to fulfill their goals with unparalleled dedication and creative solutions. •We do what’s best for you. We are not speculators. •We stay informed on markets and global and geopolitical issues, and take a common-sense approach to investing. •We believe in helping you understand financial and investment concepts before moving forward with plans or transactions. •Our approach is to work collaboratively with you to understand your needs, stage of life, goals and what’s important to you. We then develop and implement customized plans with the flexibility to adapt quickly when change occurs. •We offer creative, coordinated solutions. We act as a liaison and coordinate communication among other professionals, such as accountants, attorneys, bankers and even other investment advisors.
Purus Wealth Management revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Purus Wealth Management has 5 employees across 1 departments.
Departments
Number of employees
Funding Data
Purus Wealth Management has never raised funding before.
Purus Wealth Management Tech Stack
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Frequently asked questions
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