PURUS WEALTH MANAGEMENT, LLC
CRD #174490 SEC #801-80854 NEWPORT BEACH, CA 949-356-6330
SEC Registered
Total AUM
$548.2M
Discretionary
$383.6M
Employees
11
Clients
10
Accounts
1,436
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $548.2M | $383.6M | $164.5M | 11 | 2 |
| Apr 2025 | $548.2M | $383.6M | $164.5M | 11 | 2 |
| Mar 2025 | $548.2M | $383.6M | $164.5M | 11 | 1 |
| Jun 2024 | $437.5M | $301M | $136.5M | 10 | 0 |
| Jun 2024 | $437.5M | $301M | $136.5M | 10 | 0 |
| Apr 2024 | $437.5M | $301M | $136.5M | 10 | 0 |
| Feb 2024 | $437.5M | $301M | $136.5M | 10 | 0 |
| Oct 2023 | $383.5M | $274.2M | $109.3M | 10 | 1 |
| Mar 2023 | $383.5M | $274.2M | $109.3M | 10 | 1 |
| Feb 2023 | $383.5M | $274.2M | $109.3M | 10 | 1 |
| Mar 2022 | $436.2M | $322.2M | $114M | 9 | 1 |
| Mar 2021 | $336.6M | $244.3M | $92.3M | 8 | 0 |
| Feb 2021 | $336.6M | $244.3M | $92.3M | 8 | 0 |
| Dec 2020 | $304.1M | $232.5M | $71.6M | 8 | 0 |
| Jun 2020 | $304.1M | $232.5M | $71.6M | 8 | 0 |
| Mar 2020 | $304.1M | $232.5M | $71.6M | 8 | 0 |
| Nov 2019 | $233.3M | $178.7M | $54.6M | 9 | 0 |
| Oct 2019 | $233.3M | $178.7M | $54.6M | 9 | 0 |
| Feb 2019 | $233.3M | $178.7M | $54.6M | 9 | 0 |
| Jul 2018 | $173M | $169.9M | $3.1M | 9 | 0 |
| Apr 2018 | $173M | $169.9M | $3.1M | 9 | 0 |
| Mar 2018 | $173M | $169.9M | $3.1M | 9 | 0 |
| Mar 2017 | $183.2M | $142.4M | $40.8M | 9 | 600 |
| Oct 2016 | $139.7M | $100.4M | $39.3M | 9 | 400 |
| Jun 2016 | $139.7M | $100.4M | $39.3M | 9 | 400 |
| Mar 2016 | $139.7M | $100.4M | $39.3M | 9 | 400 |
| Dec 2015 | $110M | $80M | $30M | 6 | 0 |
| Jul 2015 | $110M | $80M | $30M | 6 | 0 |
| Mar 2015 | $110M | $80M | $30M | 6 | 0 |
| Jan 2015 | $0 | $0 | $0 | 6 | 0 |
| Jan 2015 | $0 | $0 | $0 | 6 | 0 |
DateJun 2025
Total AUM$548.2M
Discretionary$383.6M
Non-Disc.$164.5M
Employees11
Clients2
DateApr 2025
Total AUM$548.2M
Discretionary$383.6M
Non-Disc.$164.5M
Employees11
Clients2
DateMar 2025
Total AUM$548.2M
Discretionary$383.6M
Non-Disc.$164.5M
Employees11
Clients1
DateJun 2024
Total AUM$437.5M
Discretionary$301M
Non-Disc.$136.5M
Employees10
Clients0
DateJun 2024
Total AUM$437.5M
Discretionary$301M
Non-Disc.$136.5M
Employees10
Clients0
DateApr 2024
Total AUM$437.5M
Discretionary$301M
Non-Disc.$136.5M
Employees10
Clients0
DateFeb 2024
Total AUM$437.5M
Discretionary$301M
Non-Disc.$136.5M
Employees10
Clients0
DateOct 2023
Total AUM$383.5M
Discretionary$274.2M
Non-Disc.$109.3M
Employees10
Clients1
DateMar 2023
Total AUM$383.5M
Discretionary$274.2M
Non-Disc.$109.3M
Employees10
Clients1
DateFeb 2023
Total AUM$383.5M
Discretionary$274.2M
Non-Disc.$109.3M
Employees10
Clients1
DateMar 2022
Total AUM$436.2M
Discretionary$322.2M
Non-Disc.$114M
Employees9
Clients1
DateMar 2021
Total AUM$336.6M
Discretionary$244.3M
Non-Disc.$92.3M
Employees8
Clients0
DateFeb 2021
Total AUM$336.6M
Discretionary$244.3M
Non-Disc.$92.3M
Employees8
Clients0
DateDec 2020
Total AUM$304.1M
Discretionary$232.5M
Non-Disc.$71.6M
Employees8
Clients0
DateJun 2020
Total AUM$304.1M
Discretionary$232.5M
Non-Disc.$71.6M
Employees8
Clients0
DateMar 2020
Total AUM$304.1M
Discretionary$232.5M
Non-Disc.$71.6M
Employees8
Clients0
DateNov 2019
Total AUM$233.3M
Discretionary$178.7M
Non-Disc.$54.6M
Employees9
Clients0
DateOct 2019
Total AUM$233.3M
Discretionary$178.7M
Non-Disc.$54.6M
Employees9
Clients0
DateFeb 2019
Total AUM$233.3M
Discretionary$178.7M
Non-Disc.$54.6M
Employees9
Clients0
DateJul 2018
Total AUM$173M
Discretionary$169.9M
Non-Disc.$3.1M
Employees9
Clients0
DateApr 2018
Total AUM$173M
Discretionary$169.9M
Non-Disc.$3.1M
Employees9
Clients0
DateMar 2018
Total AUM$173M
Discretionary$169.9M
Non-Disc.$3.1M
Employees9
Clients0
DateMar 2017
Total AUM$183.2M
Discretionary$142.4M
Non-Disc.$40.8M
Employees9
Clients600
DateOct 2016
Total AUM$139.7M
Discretionary$100.4M
Non-Disc.$39.3M
Employees9
Clients400
DateJun 2016
Total AUM$139.7M
Discretionary$100.4M
Non-Disc.$39.3M
Employees9
Clients400
DateMar 2016
Total AUM$139.7M
Discretionary$100.4M
Non-Disc.$39.3M
Employees9
Clients400
DateDec 2015
Total AUM$110M
Discretionary$80M
Non-Disc.$30M
Employees6
Clients0
DateJul 2015
Total AUM$110M
Discretionary$80M
Non-Disc.$30M
Employees6
Clients0
DateMar 2015
Total AUM$110M
Discretionary$80M
Non-Disc.$30M
Employees6
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0