$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
4.3 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
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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
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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% |