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.
Latest 13F Filing Activity
Purus Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 142 equity positions with a total 13F market value of $289M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Microsoft Corp. among other positions. Purus Wealth Management, LLC reduced exposure to Adobe Inc., Apple Inc., Amgen Inc. among others.
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 |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more