AdvisorRanked
79
Some Concerns

PUREFI WEALTH, LLC

10 POST OFFICE SQUARE, BOSTON, MA 2109
Fiduciaryfee-onlySEC Registered
(617) 488-9320 twitter.com/PUREfiWealth CRD #328459
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$326M
Assets Managed
8
Clients
10
Employees
3
Years Active
since 2023

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46105. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

complaint46105

2 customer complaint(s)/arbitration(s) disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 2

Complaint ratio: 25.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NamePUREFI WEALTH, LLC
CRD Number#328459
SEC RegisteredYes
Registration Date2023-10-30
States RegisteredMA
Assets Under Management$326M
Number of Clients8
Employees10
Compensation Typefee-only
Last ADV Filing46105

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Frequently Asked Questions

Is PUREFI WEALTH, LLC a fiduciary?

Yes. PUREFI WEALTH, LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PUREFI WEALTH, LLC charge clients?

PUREFI WEALTH, LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PUREFI WEALTH, LLC have any complaints?

Yes. PUREFI WEALTH, LLC has 2 complaint(s) on record. Their complaint ratio is 25.00 per 100 clients (industry average: ~0.15).

How does PUREFI WEALTH, LLC compare to other advisors in BOSTON?

PUREFI WEALTH, LLC has a Red Flag Score of 79/100. There are 339 registered advisory firms in BOSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46105. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.