PUREFI WEALTH, LLC

CRD 328459File 801-128976

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$326.4M

Below cohort median (national)

Discretionary AUM

$284.2M

Non-discretionary $42.2M

Clients

98 accounts

Employees

Below cohort median in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Oct 30, 2023
Principal office: 10 POST OFFICE SQUARE, SUITE 710, BOSTON, MA, 02109
Phone: (617) 488-9320
Website: https://twitter.com/PUREfiWealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $326.4M
Discretionary AUM: $284.2M
Non-discretionary AUM: $42.2M
Discretionary accounts: 94
Non-discretionary accounts: 4
Total accounts: 98
AUM per client: $3.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.7M
Charitable organizations	Fewer than 5	$15.6M
High net worth individuals	65	$287.8M
Pension and profit sharing plans	Fewer than 5	$12.1M
Individuals (other than high net worth individuals)	27	$5.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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: Yes
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

Q11E2
Q11E4

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.