Firm profile

PUREFI WEALTH, LLC

BOSTON, MACRD 328459Latest ADV March 24, 2026

Purefi Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 24, 2026, reports $326M in regulatory assets under management, 10 employees, 1 office, and 98 accounts.

Assets Under Management
$326M
Employees
10
Offices
1 office
Total Clients
98
Primary office
BOSTON, MA
10 POST OFFICE SQUARE, SUITE 710, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOPaul M. Simons
CCOCharles B. Corkery

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentHNWI represent 66.3% of total clients.
Top client categories% of clientsClients
1
HNWI
66.3%
65
2
Individuals
27.6%
27
3
Corporations
4.1%
4
4
Pension Plans
1.0%
1
5
Charitable
1.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$326Mas of March 24, 2026
Discretionary87.1%
$284M
87% of total RAUM87.1%
Non-discretionary12.9%
$42M
13% of total RAUM12.9%
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$326M
Total Accounts98
10Y AUM Change+$326M

Employee Growth by Quarter

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

Total Employees10
Clients per Employee10:1
10Y Employee Change+8 (+400.0%)

* 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.