DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Purus Wealth Management, LLC
Latest filing Mar 18, 2026
First filing on the tape Jan 6, 2015 · 32 filings
SEC status approved since Jan 23, 2015
RAUM
$658M
reported, Item 5.F
Discretionary
69%
of RAUM
Private clients
68%
$449M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$110M
derived; firm RAUM over IAPD count
Employees
12
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$658M as of Mar 18, 2026
Mar 18, 2016$140M then
HNW client RAUM$303M as of Mar 18, 2026
Mar 29, 2018$55.7M then
State-registered IARs (5.B.3)6 as of Mar 18, 2026
Mar 18, 20166 then
Employees (5.A)12 as of Mar 18, 2026
Mar 18, 20169 then
Private funds: no history
RAUM +20% over the last fiscal year+20% a year over threeIARs 3 to 6
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $110MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 106derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.2MderivedHNW RAUM over HNW clients
- Average account
- $435,274derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 69%derivedof RAUM
- Institutional
- 32%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Wrap fee program
- $447MreportedItem 5.I
- Custody
- $113M, 232 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$303M46%
- Pension and profit-sharing plans$208M32%
- Individuals$146M22%
- Corporations and businesses$1.1M0.2%
- Charitable organizations$378,7640.1%
- Individual clients
- 539reported
- HNW clients
- 96reported
- Pension plan clients
- 7reported
- Charitable clients
- n/areported
- Accounts
- 1,512reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $113M for 232 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.68 fund_share=0.0 institutional_share=0.32 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Laura Elizabeth Sillen | Newport Beach, Ca | Jan 26, 2015 | 15 y | 1 |
| Bonnie Lee Larsen | Newport Beach, Ca | Jan 26, 2015 | 25 y | 1 |
| Mark Christopher LarsenCertified Financial Planner | Newport Beach, Ca | Jan 26, 2015 | 32 y | 1 |
| John Don MorrealeCertified Financial Planner | Newport Beach, Ca | Jan 26, 2015 | 35 y | 1 |
| Lauren Ashley Rivera | Newport Beach, Ca | Jan 27, 2015 | 17 y | 1 |
| Chad Stewart Morris | Newport Beach, Ca | Aug 28, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Laurel Beth Mann to Adviceperiod, LLCJul 20, 2020 · RIA to RIA
- Kim Thien Tran Nguyen to Charles Schwab & Co., Inc.Aug 31, 2018 · RIA to affiliated broker-dealer or bank
- Marianne Rechelle Durham to Silversage AdvisorsJun 14, 2017 · Other
Joined, latest
- Marianne Rechelle Durham from Capital Synergy PartnersAug 31, 2016 · Other
- Laurel Beth Mann from Waddell & ReedFeb 16, 2016 · Other
- Lauren Ashley Rivera from Waddell & ReedJan 27, 2015 · Other
- John Don Morreale from Waddell & ReedJan 26, 2015 · Other
- Mark Christopher Larsen from Waddell & ReedJan 26, 2015 · Other
- Bonnie Lee Larsen from Waddell & ReedJan 26, 2015 · Other
- Laura Elizabeth Sillen from Waddell & ReedJan 26, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from Waddell & ReedFeb 4, 2015 · Irvine, Ca
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lee Bonnie Larsen · Chief Compliance Officercontrolsince 01/2015 · owns 10% to 25%
- Christopher Mark Larsen · Managing Membercontrolsince 01/2015 · owns 50% to 75%
- Don John Morreale · Managing Membercontrolsince 01/2015 · owns 10% to 25%
- Elizabeth Laura Sillen · Managing Membercontrolsince 01/2015 · owns 5% to 10%
Related persons
Schedule D 7.A
- Purus Insurance Services, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Newport Beach, Ca · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,436 to 1,512Jun 20, 2025 to Mar 18, 2026
- HNW clients · 88 to 96Jun 20, 2025 to Mar 18, 2026
- Individual clients · 515 to 539Jun 20, 2025 to Mar 18, 2026
- Assets in custody · $182M to $113MJun 20, 2025 to Mar 18, 2026
- Employees · 11 to 12Jun 20, 2025 to Mar 18, 2026
- State-registered IARs · 3 to 6Jun 20, 2025 to Mar 18, 2026
- Discretionary RAUM · $384M to $451MJun 20, 2025 to Mar 18, 2026
- HNW RAUM · $249M to $303MJun 20, 2025 to Mar 18, 2026
- Individual RAUM · $132M to $146MJun 20, 2025 to Mar 18, 2026
- Non-discretionary RAUM · $165M to $207MJun 20, 2025 to Mar 18, 2026
- Pension RAUM · $165M to $208MJun 20, 2025 to Mar 18, 2026
- RAUM · $548M to $658MJun 20, 2025 to Mar 18, 2026
- Financial planning clients · 1-10 to 1-10Apr 3, 2025 to Jun 20, 2025
- Accounts · 1,456 to 1,436Jun 7, 2024 to Apr 3, 2025
- Advisory employees · 3 to 4Jun 7, 2024 to Apr 3, 2025
- BD registered reps · 1 to 0Jun 7, 2024 to Apr 3, 2025
- HNW clients · 110 to 88Jun 7, 2024 to Apr 3, 2025
- Individual clients · 500 to 515Jun 7, 2024 to Apr 3, 2025
- Assets in custody · $129M to $182MJun 7, 2024 to Apr 3, 2025
- Employees · 10 to 11Jun 7, 2024 to Apr 3, 2025
- Financial planning clients · 0 to 1-10Jun 7, 2024 to Apr 3, 2025
- Discretionary RAUM · $301M to $384MJun 7, 2024 to Apr 3, 2025
- HNW RAUM · $204M to $249MJun 7, 2024 to Apr 3, 2025
- Individual RAUM · $94.4M to $132MJun 7, 2024 to Apr 3, 2025
- Non-discretionary RAUM · $136M to $165MJun 7, 2024 to Apr 3, 2025
- Pension RAUM · $138M to $165MJun 7, 2024 to Apr 3, 2025
- RAUM · $438M to $548MJun 7, 2024 to Apr 3, 2025
- Accounts · 1,461 to 1,456Oct 13, 2023 to Feb 8, 2024
- HNW clients · 82 to 110Oct 13, 2023 to Feb 8, 2024
- Individual clients · 548 to 500Oct 13, 2023 to Feb 8, 2024
- Pension plan clients · 9 to 7Oct 13, 2023 to Feb 8, 2024
- Assets in custody · $104M to $129MOct 13, 2023 to Feb 8, 2024
- Financial planning clients · 1-10 to 0Oct 13, 2023 to Feb 8, 2024
- Discretionary RAUM · $274M to $301MOct 13, 2023 to Feb 8, 2024
- HNW RAUM · $178M to $204MOct 13, 2023 to Feb 8, 2024
- Individual RAUM · $93.4M to $94.4MOct 13, 2023 to Feb 8, 2024
- Non-discretionary RAUM · $109M to $136MOct 13, 2023 to Feb 8, 2024
- Pension RAUM · $110M to $138MOct 13, 2023 to Feb 8, 2024
- RAUM · $383M to $438MOct 13, 2023 to Feb 8, 2024
- Accounts · 1,388 to 1,461Mar 25, 2022 to Feb 21, 2023
Signals
2 dated events
- Purus Wealth Management, Llc reported RAUM $548.2M, up 25% from $437.5M (2024-06-07 to 2025-04-03)Apr 3, 2025 · RAUM change · derived
- Manb Inc. filed its initial SEC registration (Form ADV)Jan 6, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@puruswm.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 949-356-6330reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 949-356-6331reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/PURUS-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- puruswm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 949-356-6330reportedpublic record, Form ADV, Mar 18, 2026
- Contact form
- puruswealthmanagement.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- puruswealthmanagement.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $110Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026