RIA Intel›Advisers›California›PURE WEALTH MANAGEMENT, INC.

PURE WEALTH MANAGEMENT, INC.

Advisory

CERRITOS, CA

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,537

of 5,480 advisers by AUM

Average account

$259K

across 178 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients67

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

The full client-type breakdown and the share of AUM each category represents.

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