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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VitalHorizon
- Established Date
- 01-23-2015
- Office Locations
- 2
Office Locations
About Purus Wealth Management, LLC
Purus Wealth Management is an RIA providing personalized financial planning and investment guidance for families, individuals, and business owners. The firm emphasizes transparency, a common-sense long-term approach (not speculation), and client education before implementing plans. Its fiduciary, multi-generational team coordinates with CPAs and attorneys for integrated solutions and works on platforms including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK CHRISTOPHER LARSEN
Managing Member
- CRD
- #1325124
- Ownership
- 50% but less than 75%
BONNIE LEE LARSEN
Chief Compliance Officer
- CRD
- #5781892
- Ownership
- 10% but less than 25%
Alpha element
Quantum vital north
- CRD
- #57773
- Ownership
- 44.9%
Showing 2 of 4 owners & executives
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Chad Stewart Morris
--
- CRD
- #7306505
LAUREN ASHLEY RIVERA
Relationship Manager
- CRD
- #5436745
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $451,322,401 | $299,882 |
| Non-Discretionary | $206,811,144 | $29,544,449 |
| Total | $658,133,545 | $435,274 |
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Separately Managed Accounts
Total SMA Asset: $658,133,545
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $364,124,064 | 15.4% |
| Public Funds | $650,221,543 | 27.5% |
| Cash | $338,115,202 | 14.3% |
| Other | $1,011,981,165 | 42.8% |
| Total | $2,364,441,974 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON TIMBER ATLAS | OAK HORIZON | IQ7QOFYPV | UFGR | 11.62% | $12,045,614 |
| VITAL RIDGE | NORTH ZENITH | YH97HRHE6 | UIJ | 8.58% | $101,717,764 |
| PATHWAY RADIAL FOUNDATION | SIGNAL RIDGE | W53CGJJCN | WLQIH | 1.64% | $22,444,152 |
| HARBOR RADIAL CATALYST | BEACON INSIGHT | SPCJ4V55C | FDOV | 5.01% | $29,491,884 |
| VALUE VALUE | EMBER EAGLE | 3ECTWBBOL | PFER | 3.82% | $54,786,366 |
| BEACON VALUE VECTOR | INSIGHT FOCUS | 3HZ4602Y0 | LBMR | 7.87% | $65,152,710 |
| MERIDIAN ATLAS | MATRIX CAPITAL | 1TER61IXF | OYR | 7.46% | $15,905,165 |
| CAPITAL ZENITH NORTH | MATRIX OPTIMA | CXJGPBA9F | DLIV | 11.60% | $41,421,653 |