Purus Wealth Management, LLC
Purus Wealth Management, LLC is an independent registered investment adviser headquartered in Newport Beach, California. Founded in 2017, the firm serves individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations, providing comprehensive and personalized wealth management strategies. With an employee count of approximately 11, Purus Wealth Management focuses on offering tailored financial solutions to help clients achieve their long-term financial goals.
Investment Strategy
Purus Wealth Management delivers comprehensive, personalized wealth management strategies with an emphasis on long-term, client-focused solutions. The firm primarily manages portfolios for individuals, including both high net worth and non-high net worth clients, as well as some pension and profit sharing plans. Their investment philosophy centers around diversified portfolios tailored to client goals, with regular disclosure of holdings in large-cap equities and ETFs. They continuously evaluate portfolio positions, making strategic adjustments such as adding, starting, reducing, or selling assets based on market opportunities and risks. Their approach aims to maximize risk-adjusted returns while maintaining transparency and communication with clients.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 15.09% | $43.5M | 275,570 | $14.85 | $157.99 | +$13.7M |
C COST | COSTCO WHSL CORP NEW | 5.54% | $16.0M | 16,139 | $434.98 | $989.94 | +$1.1M |
I ISRG | INTUITIVE SURGICAL INC | 4.76% | $13.7M | 25,297 | $389.10 | $543.41 | +$1.2M |
A AVGO | BROADCOM INC | 4.43% | $12.8M | 46,390 | $81.38 | $275.65 | +$5.5M |
A AMZN | AMAZON COM INC | 3.82% | $11.0M | 50,242 | $162.39 | $219.39 | +$1.6M |