Purefi Wealth, LLC
PUREfi Wealth, LLC is an SEC-registered investment adviser headquartered in Boston, Massachusetts. Founded in Delaware but operating out of Boston, the firm provides investment advisory services primarily to residents of the United States. It is registered with the United States Securities and Exchange Commission and serves investors seeking wealth management and advisory solutions. The company focuses on transacting business in states where it is properly registered or exempted from registration requirements. The number of employees and founding year are not publicly specified.
Investment Strategy
PUREfi Wealth provides investment advisory services, focusing on tailored wealth management to U.S. residents. The firm disseminates general investment advisory information, emphasizing suitability and risk tolerance for investors. Personalized advice and transactions are conducted by registered representatives and are not offered directly via online solicitation. Specific details about portfolio construction or asset class focus are not disclosed on public sources.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SYK | STRYKER CORPORATION | 6.07% | $7.9M | 21,314 | $360.06 | $369.67 | -$621.5K |
M MSFT | MICROSOFT CORP | 4.30% | $5.6M | 10,785 | $427.74 | $517.95 | +$403.5K |
I IVV | ISHARES TR | 3.30% | $4.3M | 6,401 | $608.68 | $669.30 | +$1.1M |
A AVGO | BROADCOM INC | 3.23% | $4.2M | 12,721 | $226.00 | $329.91 | +$989.5K |
A AAPL | APPLE INC | 2.96% | $3.8M | 15,091 | $246.91 | $254.63 | +$650.0K |