RIA Intel›Advisers›New York›PUREVEST, LLC

PUREVEST, LLC

Advisory

N·STATEN ISLAND, NY

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$52M
1-Year AUM Growth
+17.0%
3-Year CAGR
+2.1%
Employees
2
Assets Under Management
Total AUM$52M
Discretionary AUM$0
Non-Discretionary AUM$52M
Discretionary %0%
Total Clients84
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingJan 15, 2022
Latest FilingMar 13, 2026
🔒 Full AUM trend chart and 10 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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