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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2023
- Office Locations
- 2
Office Locations
About Purefi Wealth, LLC
PUREfi Wealth is a boutique, partner-owned independent wealth advisory providing multi-generational financial planning, investment management, and advisory support for high-net-worth families, entrepreneurs, and executives. The firm operates to a fiduciary standard and uses an open-architecture planning, reporting, and investment platform, with client assets held at third-party custodians such as Schwab and Fidelity. Portfolios commonly blend ETFs, public funds, and fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES BRADY CORKERY
Chief Administrative Officer, Chief Compliance Officer, Financial Advisor
- CRD
- #6811705
- Ownership
- Less than 5%
PAUL MICHAEL SIMONS
Chief Executive Officer, FOUNDER
- CRD
- #1720329
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nicole Anne Bogert
Client Service Manager
- CRD
- #8109038
GEORGE T FERREL
Wealth Advisor
- CRD
- #5564607
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,215,337 | $3,023,567 |
| Non-Discretionary | $42,195,608 | $10,548,902 |
| Total | $326,410,945 | $3,330,724 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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