Bonnie
Larsen
Purus Wealth Management, LLC
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About this Advisor
Bonnie Larsen is a financial advisor who works out of Newport Beach, California who has 8 years of relevant experience. Larsen is an advisor for Purus Wealth Management, LLC. Over the course of their career, they have held roles at Manb, Inc, Various Insurance Carriers For W & R Insurance Agencies, Waddell And Reed, Inc and Purus Wealth Management, LLC. Larsen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Purus Wealth Management, LLC is a financial advisory company operating out of Newport Beach, CA. It manages $384 million in assets across its 1,461 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,461 client accounts, just 13% belong to high-net-worth investors who have greater than $1 million in investable assets. Purus Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial advisory fees are based on which services are offered. Fee types billed by Purus Wealth Management, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Purus Wealth Management, LLC Brokerage Details
$383,463,345
10
1,461
$262,466
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Bonnie Larsen Work History
Bonnie has been registered as a financial advisor for 8 years.*
Purus Wealth Management, LLC
Manb, Inc
Various Insurance Carriers For W & R Insurance Agencies
Waddell And Reed, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bonnie Larsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Purus Wealth Management, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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