Purefi Wealth, Llc, MA — Investment Adviser | BuildTrust

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PUREFI WEALTH, LLC

Investment AdviceBOSTON, MA

Assets Under Management

$262.5M

Total AUM

Donut chart: Discretionary 231.8M, Non-Discretionary 30.7M
Category	Value
Discretionary	231.8M
Non-Discretionary	30.7M

Adviser Information

Field	Value
CRD Number	328459
SEC Number	801-128976
Street Address	10 POST OFFICE SQUARE
Street Address 2	SUITE 710
Location	BOSTON, MA 02109
Country	United States
Phone	(617) 488-9320
Total Employees	7

Client Count by Type (83 Total)

Horizontal bar chart: High Net Worth Individual… 68, Individuals (other than H… 13, Charitable Organizations 1, Corporations/Businesses 1
Category	Value
High Net Worth Individual…	68
Individuals (other than H…	13
Charitable Organizations	1
Corporations/Businesses	1