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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORKERY, CHARLES, BRADY | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| CORKERY, CHARLES, BRADY | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| CORKERY, CHARLES, BRADY | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| CORKERY, CHARLES, BRADY | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| CORKERY, CHARLES, BRADY | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| CORKERY, CHARLES, BRADY | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Corkery, Charles, B | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Corkery, Charles, B | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Corkery, Charles, B | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Corkery, Charles, B | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Corkery, Charles, B | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Corkery, Charles, B | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| Corkery, Charles, B | I | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| GRAFTON, JOHN, GARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAFTON, JOHN, GARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| SIMONS, PAUL, MICHAEL | I | FOUNDER, CHIEF EXECUTIVE OFFICER | NA | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PURE WEALTH MANAGEMENT, LLC | DE | OWNER | E | Control |
| PUREFI WEALTH INVESTORS, LLC | DE | OWNER | B | |
| PUREFI WEALTH INVESTORS, LLC | DE | OWNER | B | |
| PUREFI WEALTH INVESTORS, LLC | DE | OWNER | B | |
| PUREFI WEALTH INVESTORS, LLC | DE | OWNER | B | |
| PUREFI WEALTH INVESTORS, LLC | DE | OWNER | B | |
| PUREFI WEALTH INVESTORS, LLC | DE | OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
| SIMONS, PAUL, MICHAEL | I | PURE WEALTH MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (7)
CA CT FL MA NH NY TX
Address
10 POST OFFICE SQUARESUITE 710
BOSTON, MA 02109
United States
Phone: (617) 488-9320