PUREVEST

Legal name: PUREVEST, LLC

CRD 318332File 801-123242

APPROVED

Retail clients

Filing as of Mar 13, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$51.6M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $51.6M

Clients

91 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Feb 14, 2022
Principal office: 1110 SOUTH AVE, SUITE 85, STATEN ISLAND, NY, 10314
Phone: (347) 466-4400
Website: https://purevest.net/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $51.6M
Discretionary AUM: $0
Non-discretionary AUM: $51.6M
Discretionary accounts: 0
Non-discretionary accounts: 91
Total accounts: 91
AUM per client: $567K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	10	$31.6M
Individuals (other than high net worth individuals)	81	$20.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
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

Date	Field	From	To	Change
Apr 1, 2026	Clients	84	91	increased by7
Apr 1, 2026	AUM	$34,765,892	$51,584,037	increased by$16,818,145
Apr 1, 2026	Accounts	178	91	decreased by87
Dec 1, 2025 vs May 1, 2025	Clients	79	84	increased by5
Dec 1, 2025 vs May 1, 2025	AUM	$32,340,960	$34,765,892	increased by$2,424,932
Dec 1, 2025 vs May 1, 2025	Accounts	162	178	increased by16
May 1, 2025 vs Oct 1, 2022	Clients	68	79	increased by11
May 1, 2025 vs Oct 1, 2022	AUM	$30,258,687	$32,340,960	increased by$2,082,273
May 1, 2025 vs Oct 1, 2022	Accounts	118	162	increased by44
Jul 1, 2022	Registration	APPROVED-120	APPROVED
Jul 1, 2022	Clients	0	68	increased by68
Jul 1, 2022	AUM	$0	$30,258,687	increased by$30,258,687
Jul 1, 2022	Accounts	0	118	increased by118
May 1, 2022	Employees	1	2	increased by1
Mar 1, 2022	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PUREVEST” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PUREVEST” may also match similarly-named firms). Confirm identity against each filing.

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.