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PURE FINANCIAL ADVISORS, LLC

CRD 144316File 801-70137
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.05B
Top 10% of cohort (national)
Discretionary AUM
$10.85B
Non-discretionary $203.4M
Clients
7,509
7,509 accounts
Employees
204
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
May 1, 2009
Principal office
3131 CAMINO DEL RIO N, SUITE 1550, SAN DIEGO, CA, 92108
Phone
866-876-7873

Assets & accounts

ADV Item 5F
Total regulatory AUM
$11.05B
Discretionary AUM
$10.85B
Non-discretionary AUM
$203.4M
Discretionary accounts
6,954
Non-discretionary accounts
555
Total accounts
7,509
AUM per client
$1.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations2$1.3M
High net worth individuals3,567$9.26B
Pension and profit sharing plans4$9.4M
Individuals (other than high net worth individuals)3,936$1.79B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.