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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PURE PORTFOLIOS

PURE PORTFOLIOS HOLDINGS LLC, CRD 311002

LAKE OSWEGO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce91912b-0712-2b14-eb5d-e450faf77534

Data as of Jan 30, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 13
On other graphs: 0
Observed: Sep 22, 2020 to Jan 30, 2025
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $360MItem 5.F on the latest filing (2025-01-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $360M
Private client RAUM: $351MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 803
Individual clients: 138
High net worth clients: 154
SEC number: 801-119674
CRD: 311002
Filings on the tape: 28
First filed: Sep 22, 2020
Latest filed: Jan 30, 2025
Organised: Limited Liability Company, OR
Website: pureportfolios.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PURCELL, COLIN, THOMAS	Cco	Na	yes	06/2024	Jun 11, 2024	Dec 4, 2024
SCHUURMANS, NIKOLAAS, DABY	MANAGING MEMBER	D	yes	09/2020	Sep 22, 2020	Dec 4, 2024
WEBER, WILLIAM, ALLEN	MANAGING MEMBER	C	yes	09/2022	Apr 21, 2021	Dec 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Camas	Wa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 30, 2025	$360M	$360M	6	4	1	n/a	n/a
2023	Mar 1, 2024	$293M	$293M	6	4	1	n/a	n/a
2022	Feb 8, 2023	$241M	$241M	5	3	1	n/a	n/a
2021	Mar 25, 2022	$231M	$231M	6	4	1	n/a	n/a
2020	Jan 5, 2021	$117M	$117M	3	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	n/a	0	0	0	0	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$360M	$293M	22.9%	$231M	15.9%	6	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WAVERLY ADVISORS, LLC	5	Mar 10, 2026	Jan 30, 2026	LAKE OSWEGO, OR	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NORTHWEST WEALTH ADVISORS, LLC	2	May 6, 2021	May 7, 2021	WEST LINN, OR	Team lift out	Other	100.0%

Relationships

Registered with (6)

← JULIE DIANE JOHNSENAdvisorregistration: previous registration
May 7, 2021 to Mar 10, 2026factForm ADV
← NIKOLAAS DABY SCHUURMANSAdvisorregistration: previous registration
Jan 2, 2021 to Mar 10, 2026factForm ADV
← WILLIAM ALLEN WEBERAdvisorregistration: previous registration
May 6, 2021 to Mar 10, 2026factForm ADV
← Timothy Hiu Yeung MetzAdvisorregistration: previous registration
Feb 5, 2024 to Mar 10, 2026factForm ADV
← Tristan MancisidorAdvisorregistration: previous registration
Nov 11, 2025 to Mar 10, 2026factForm ADV
← Erin Rochelle VargheseAdvisorregistration: previous registration
Mar 9, 2021 to May 5, 2025factForm ADV

Moved with (1)

→ WAVERLY ADVISORS, LLCRegistered adviser5 advisors, firm absorbed, same day
Mar 10, 2026 to Jan 30, 2026factForm ADV

Controls (3)

← SCHUURMANS, NIKOLAAS, DABYOwnerMANAGING MEMBER, ownership code D, individual
Sep 22, 2020 to Dec 4, 2024factForm ADV
← WEBER, WILLIAM, ALLENOwnerMANAGING MEMBER, ownership code C, individual
Apr 21, 2021 to Dec 4, 2024factForm ADV
← PURCELL, COLIN, THOMASOwnerCCO, ownership code NA, individual
Jun 11, 2024 to Dec 4, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 10, 2026
Firm absorbed
Pure Portfolios's advisors moved to Waverly Advisors, LLC (Lake Oswego, OR): 5 of 5 registered, on the same day
Form ADVobserved 4 days ago
5 advisors
Occurred
Mar 10, 2026
Advisor changed firm
Julie Diane Johnsen left Pure Portfolios for Waverly Advisors, Llc (registered 2026-01-30)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2026
Advisor changed firm
William Allen Weber left Pure Portfolios for Waverly Advisors, Llc (registered 2026-01-30)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2026
Advisor changed firm
Nikolaas Daby Schuurmans left Pure Portfolios for Waverly Advisors, Llc (registered 2026-01-30)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2026
Advisor changed firm
Timothy Hiu Yeung Metz left Pure Portfolios for Waverly Advisors, Llc (registered 2026-01-30)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2026
Advisor changed firm
Tristan Mancisidor left Pure Portfolios for Waverly Advisors, Llc (registered 2026-01-30)
Form ADVobserved 4 days ago
Occurred
May 5, 2025
Advisor changed firm
Erin Rochelle Varghese left Pure Portfolios for Root Financial Partners (registered 2025-05-16)
Form ADVobserved 4 days ago
Occurred
Jun 11, 2024
Control person joined
Colin Purcell (Cco) appeared on Schedule A of Pure Portfolios
Form ADVobserved 4 days ago
Occurred
Jan 13, 2023
Control person left
Marc David Gewant (Managing Member) no longer on Schedule A of Pure Portfolios (listed 2022-11-11, absent 2023-01-13)
Form ADVobserved 4 days ago
Occurred
Apr 21, 2021
Control person left
Leigh Stacy Sizemore (Chief Compliance Officer) no longer on Schedule A of Pure Portfolios (listed 2021-01-06, absent 2021-04-21)
Form ADVobserved 4 days ago
Occurred
Apr 21, 2021
Control person joined
Allen William Weber (Managing Member) appeared on Schedule A of Pure Portfolios
Form ADVobserved 4 days ago
Occurred
Sep 22, 2020
First Form ADV filing
Pure Portfolios, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Pure Portfolios no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $360.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce91912b-0712-2b14-eb5d-e450faf77534
First observed: Sep 22, 2020
Last observed: Jan 30, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PURE PORTFOLIOS

PURE PORTFOLIOS HOLDINGS LLC, CRD 311002

LAKE OSWEGO, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce91912b-0712-2b14-eb5d-e450faf77534

Data as of Jan 30, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PURCELL, COLIN, THOMAS

Cco

yes

06/2024

Jun 11, 2024

Dec 4, 2024

SCHUURMANS, NIKOLAAS, DABY

MANAGING MEMBER

yes

09/2020

Sep 22, 2020

Dec 4, 2024

WEBER, WILLIAM, ALLEN

MANAGING MEMBER

yes

09/2022

Apr 21, 2021

Dec 4, 2024

City

State

Country

Employees

Also broker-dealer

Camas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 30, 2025

$360M

n/a

2023

Mar 1, 2024

$293M

n/a

2022

Feb 8, 2023

$241M

n/a

2021

Mar 25, 2022

$231M

n/a

2020

Jan 5, 2021

$117M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$360M

$293M

22.9%

$231M

15.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WAVERLY ADVISORS, LLC

Mar 10, 2026

Jan 30, 2026

LAKE OSWEGO, OR

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NORTHWEST WEALTH ADVISORS, LLC

May 6, 2021

May 7, 2021

WEST LINN, OR

Team lift out

Other

100.0%