PUREVEST, LLC
DBA: PUREVEST
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $51.6M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $51.6M |
| Client Accounts | 91 |
| Avg Account Size | $567K |
| Employees | 2 |
| Peak AUM | $51.6MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $52M | +48.4% | +23.1% | — | |
| Non-Disc. AUM | $52M | ||||
Key Metrics
| Total AUM | $51.6M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 91 |
| Client Range | 0 |
Contact & Location
Address
1110 SOUTH AVE
STATEN ISLAND NY 10314
Phone
(347) 466-4400
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$52M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported