Purus Wealth Management, Llc
- Regulatory AUM
- $658M
- Discretionary
- $451M
- Clients
- 642
- Avg AUM / client
- $1.0M
- Accounts
- 1,512
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 171 positions, $363,225,236)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $52,854,263 | 264,152 | 14.6% | 8.03% |
| 2 | Broadcom Inc | COM | $17,367,867 | 45,977 | 4.78% | 2.64% |
| 3 | Apple Inc | COM | $16,011,445 | 55,334 | 4.41% | 2.43% |
| 4 | Costco Wholesale Corporation | COM | $14,931,293 | 15,961 | 4.11% | 2.27% |
| 5 | Advanced Micro Devices Inc | COM | $14,838,184 | 25,543 | 4.09% | 2.25% |
| 6 | Amazon Com Inc | COM | $11,762,794 | 49,353 | 3.24% | 1.79% |
| 7 | Alphabet Inc | CAP STK CL A | $10,295,622 | 28,809 | 2.83% | 1.56% |
| 8 | Waste Mgmt Inc Del | COM | $9,002,041 | 40,390 | 2.48% | 1.37% |
| 9 | Intuitive Surgical Inc | COM NEW | $8,709,192 | 21,900 | 2.4% | 1.32% |
| 10 | World Gold Tr | SPDR GLD MINIS | $8,039,369 | 101,226 | 2.21% | 1.22% |
| 11 | Visa Inc | COM CL A | $7,935,849 | 23,131 | 2.18% | 1.21% |
| 12 | Invesco Exch Traded Fd Tr Ii | NASDAQNXTGEN100 | $6,382,612 | 140,462 | 1.76% | 0.97% |
| 13 | Invesco Qqq Tr | UNIT SER 1 | $6,026,747 | 8,184 | 1.66% | 0.92% |
| 14 | Arista Networks Inc | COM SHS | $5,736,678 | 33,769 | 1.58% | 0.87% |
| 15 | Microsoft Corp | COM | $5,696,949 | 15,273 | 1.57% | 0.87% |
| 16 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $5,478,468 | 18,083 | 1.51% | 0.83% |
| 17 | Teradyne Inc | COM | $5,375,364 | 11,110 | 1.48% | 0.82% |
| 18 | First Tr Exchange Traded Fd | CAP STRENGTH ETF | $5,320,141 | 56,645 | 1.46% | 0.81% |
| 19 | Jpmorgan Chase & Co | COM | $4,905,267 | 14,986 | 1.35% | 0.75% |
| 20 | Janus Detroit Str Tr | HENDERSN CAP ETF | $4,350,900 | 46,756 | 1.2% | 0.66% |
| 21 | Ge Vernova Inc | COM | $4,343,218 | 3,697 | 1.2% | 0.66% |
| 22 | J P Morgan Exchange Traded F | ACTIVE GROWTH | $4,090,528 | 41,490 | 1.13% | 0.62% |
| 23 | First Tr Exchange Traded Fd | RISNG DIVD ACHIV | $3,875,190 | 47,806 | 1.07% | 0.59% |
| 24 | J P Morgan Exchange Traded F | NASDAQ EQT PREM | $3,233,788 | 52,616 | 0.89% | 0.49% |
| 25 | Caterpillar Inc | COM | $3,223,188 | 3,027 | 0.89% | 0.49% |
Top 25 of 171 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 539 | $146M | 22.1% |
| High net worth individuals | 96 | $303M | 46.1% |
| Pension and profit sharing plans | 7 | $208M | 31.6% |
| Charitable organizations | Fewer than 5 clients | $379K | 0.06% |
| Corporations and other businesses | Fewer than 5 clients | $1.1M | 0.17% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bonnie Lee Larsen | Chief Compliance Officer | Jan 2015 (12y) | 10% – 25% | |
| John Don Morreale | Managing Member | CFP | Jan 2015 (12y) | 10% – 25% |
| Laura Elizabeth Sillen | Managing Member | Jan 2015 (12y) | 5% – 10% | |
| Mark Christopher Larsen | Managing Member | CFP | Jan 2015 (12y) | 50% – 75% |
| Lauren Ashley Rivera | Registered representative | Jan 2015 (12y) | ||
| Chad Stewart Morris | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $440M (67% of AUM) Mar 2026
- Standard Insurance Company $197M (30% of AUM) Mar 2026
- Securian Financial Services, Inc. $129M (29% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗