Firm profile

PUREWATER CAPITAL, LLC

FORT WORTH, TXCRD 166154Latest ADV April 29, 2026

Purewater Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated April 29, 2026, reports $149M in regulatory assets under management, 5 employees, and 512 accounts.

Assets Under Management
$149M
Employees
5
Offices
--
Total Clients
237
Primary office
FORT WORTH, TX
2625 WHITMORE ST., UNIT 121, FORT WORTH, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMark A. Berry

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
169
2
HNWI
26.6%
63
3
Pension Plans
2.1%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$149Mas of April 29, 2026
Discretionary100.0%
$149M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$149M
Total Accounts512
10Y AUM Change+$38M (+33.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee47:1
10Y Employee Change+1 (+25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.