PUREFI WEALTH, LLC
CRD #328459 SEC #801-128976 BOSTON, MA (617) 488-9320
SEC Registered
Total AUM
$262.5M
Discretionary
$231.8M
Employees
7
Clients
0
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $262.5M | $231.8M | $30.7M | 7 | 0 |
| Jun 2025 | $262.5M | $231.8M | $30.7M | 7 | 0 |
| May 2025 | $262.5M | $231.8M | $30.7M | 7 | 0 |
| Mar 2025 | $262.5M | $231.8M | $30.7M | 7 | 0 |
| Jan 2025 | $265.9M | $237.7M | $28.2M | 7 | 0 |
| Dec 2024 | $265.9M | $237.7M | $28.2M | 7 | 0 |
| Apr 2024 | $107.6M | $107.6M | $0 | 5 | 0 |
| Mar 2024 | $107.6M | $107.6M | $0 | 5 | 0 |
| Mar 2024 | $105M | $105M | $0 | 5 | 0 |
| Feb 2024 | $95.6M | $95.6M | $0 | 5 | 0 |
| Feb 2024 | $0 | $0 | $0 | 2 | 0 |
| Dec 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Nov 2023 | $0 | $0 | $0 | 2 | 0 |
| Sep 2023 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$262.5M
Discretionary$231.8M
Non-Disc.$30.7M
Employees7
Clients0
DateJun 2025
Total AUM$262.5M
Discretionary$231.8M
Non-Disc.$30.7M
Employees7
Clients0
DateMay 2025
Total AUM$262.5M
Discretionary$231.8M
Non-Disc.$30.7M
Employees7
Clients0
DateMar 2025
Total AUM$262.5M
Discretionary$231.8M
Non-Disc.$30.7M
Employees7
Clients0
DateJan 2025
Total AUM$265.9M
Discretionary$237.7M
Non-Disc.$28.2M
Employees7
Clients0
DateDec 2024
Total AUM$265.9M
Discretionary$237.7M
Non-Disc.$28.2M
Employees7
Clients0
DateApr 2024
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$107.6M
Discretionary$107.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0