NEWPORT BEACH, CACRD 174490Latest ADV March 18, 2026
Purus Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 18, 2026, reports $658M in regulatory assets under management, 12 employees, and 1,512 accounts.
Assets Under Management
$658M
Employees
12
Offices
--
Total Clients
642
Primary office
NEWPORT BEACH, CA
4675 MACARTHUR COURT, SUITE 770, NEWPORT BEACH, CA, United States
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
539
2
HNWI
15.0%
96
3
Pension Plans
1.1%
7
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$658Mas of March 18, 2026
Discretionary68.6%
$451M
69% of total RAUM68.6%
Non-discretionary31.4%
$207M
31% of total RAUM31.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$658M
Total Accounts1,512
10Y AUM Change+$475M (+259.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee54:1
10Y Employee Change+3 (+33.3%)
* 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.