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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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $1.3M |
| High net worth individuals | 3,567 | $9.26B |
| Pension and profit sharing plans | 4 | $9.4M |
| Individuals (other than high net worth individuals) | 3,936 | $1.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

