Purus Wealth Management, LLC

Purus Wealth Management, LLC is a financial advisory firm based in Newport Beach, CA, established in 2015. The firm offers a range of investment advisory services, including educational seminars, financial planning, and pension consulting. Clients can attend seminars covering topics such as budgeting, estate planning, retirement, and investments. Financial planning services encompass areas such as investment planning, retirement planning, estate planning, and tax planning. The firm manages over $437 million in assets on a discretionary and non-discretionary basis. Clients can attend seminars for up to $500 and financial planning services are charged on an hourly or flat fee basis, ranging from $1,500 to $20,000. Purus Wealth Management, LLC acts as a fiduciary, providing fair and full disclosure and acting in the best interest of clients. The firm does not charge performance-based fees and allows clients to direct brokerage outside the firm's recommendation. Clients receive quarterly account reviews and have the option to grant investment discretion to the firm. Purus Wealth Management, LLC does not accept proxy authority to vote client securities. The firm does not provide financial information in the brochure as it does not require prepayment exceeding $1,200 or take custody of client funds.