$51.6M Total AUM
$0 Disc. AUM
23.8% 3Y CAGR
2 Employees
91 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 02-14-2022
- Office Locations
- 1
Office Locations
1110 South AVE Suite 85 Staten Island NY
About Purevest
PureVest LLC is a registered investment advisory firm serving individuals and corporations with goals-based financial planning and portfolio strategy. The team streamlines existing holdings, builds risk-aligned investment plans, and monitors/adjusts over time, with experience in 401(k) rollovers and insurance planning. Portfolios are primarily ETF-based and custody via Charles Schwab.
Team overview
-- AVG AGE
$25.8M AVG AUM / ADVISOR
$566.9K AVG AUM / CLIENT
2.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Beacon Crest Momentum Quantum Beacon Bridge
Client Personas
Matrix fusion
Custodian
Fusion summit
Investment Themes
Momentum eagle Quantum wave Optima Timber
Investment Vehicles
Unison legacy Bridge vector
Services
Catalyst glacier Delta oak Focus insight Bridge Focus Catalyst unison Ridge Prime momentum Vital matrix North
Technology
Glacier crest
Owner & Executives
J
JASON M GITTER
Managing Member
- CRD
- #4670240
- Ownership
- 50% but less than 75%
(394) 881-5396
legacy.delta@frontiercapital.com
in linkedin.com/in/radial-capital
STEVEN MATTHEW GITTER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4673631
- Ownership
- 50% but less than 75%
(706) 800-4748
wave.bridge@primecapital.com
in linkedin.com/in/crest-capital
Showing 2 of 2 owners & executives
Unlock allContacts
S
Scott Jason Hechler
--
- CRD
- #5277526
(437) 409-9807
alpha.alpha@elementcapital.com
in linkedin.com/in/insight-north
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $51,584,037 | $566,858 |
| Total | $51,584,037 | $566,858 |
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Separately Managed Accounts
Total SMA Asset: $51,584,037
Equity - Exchange:
56.5% U.S. Government/Agency:
43.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,348,618,024 | 56.5% |
| U.S. Government/Agency | $1,808,228,037 | 43.5% |
| Total | $4,156,846,061 | 100.0% |