P
$46.0M Total AUM
$46.0M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SummitTimber
- Established Date
- 08-06-2010
- Office Locations
- 1
Office Locations
10900 E. 183rd Street Ste. 215 Cerritos CA
About Pure Wealth Management
Pure Wealth Management is a Cerritos, CA RIA led by President/CIO Jason Tani. The firm provides financial planning and portfolio management for individuals and business owners, including retirement, tax and estate planning, and insurance guidance. Portfolios emphasize asset allocation and risk management using ETFs, mutual funds, and fixed income. Custody includes Charles Schwab.
Team overview
49 AVG AGE
$46.0M AVG AUM / ADVISOR
$687.2K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Upgrade to reveal position-level detail across prime focus.
Premium access reveals conviction themes in value insight ridge.
Unlock to see real insight on vertex zenith summit.
Request access to benchmark trends tied to zenith.
Unlock to see real insight on oak matrix.
See the complete signal summary connected to ridge foundation.
Unlock to compare peer behavior around atlas pioneer.
Unlock to compare peer behavior around pioneer momentum.
Asset Classes
Zenith Timber zenith Alpha Crest glacier Value value Vital horizon Momentum wave
Custodian
Zenith Crest beacon Insight Unison Matrix optima Alpha insight Ridge zenith Vertex atlas Value Prime vital North glacier Quantum
Fund Managers
Momentum prime Vector ember
Investment Themes
Bridge unison Capital Delta
Investment Vehicles
Crest Capital
Services
Oak Glacier timber Signal meridian Summit beacon Insight radial North legacy Beacon delta Signal signal Harbor insight Delta frontier
Technology
Pathway Ridge prime
Owner & Executives
Jason Tani
Advisor, Chief Compliance Officer, President
- CRD
- #2896456
- Ownership
- 75% or more
(745) 496-1919
momentum.prime@oakcapital.com
in linkedin.com/in/oak-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,041,425 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,041,425 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $46,041,425
Public Funds:
10.4% Cash:
12.5% U.S. Government/Agency:
12.4% Equity - Exchange:
22.2% Corporate - Investment Grade:
24.1% Corporate - Non-Investment Grade:
18.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $379,866,452 | 10.4% |
| Cash | $456,570,255 | 12.5% |
| U.S. Government/Agency | $452,917,693 | 12.4% |
| Equity - Exchange | $810,868,772 | 22.2% |
| Corporate - Investment Grade | $880,267,451 | 24.1% |
| Corporate - Non-Investment Grade | $672,071,415 | 18.4% |
| Total | $3,652,562,038 | 100.0% |