Mark
Larsen

Purus Wealth Management, LLC

CRD#1325124
Investment Advisor
in Newport Beach, CA

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About this Advisor

Mark Larsen is a financial advisor based in Newport Beach, California, working with Purus Wealth Management, LLC. Mark has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Manb Inc, Purshe Kaplan Sterling Investments, and Purus Wealth Management. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Mark is part of Purus Wealth Management, LLC, which operates out of Newport Beach, California. The firm has 10 employees and manages assets totaling $437.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Purus Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4675 Macarthur Court Suite 770
Newport Beach, CA 92660

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Purus Wealth Management, LLC Brokerage Details

Total Assets Under Management

$437,516,475

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

1,456

CA Average: 3,727
Average Account Size

$300,492

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Mark Larsen Work History

2015 - Present (10 years)

Purshe Kaplan Sterling Investments

2015 - Present (10 years)

Purus Wealth Management

2001 - Present (24 years)

Manb Inc

1987 - 2015 (28 years)

Waddell & Reed, Inc

1987 - 2015 (28 years)

Various Insurance Carriers For W & R Insurance Agencies

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mark 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

Lauren Rivera
Newport Beach, CA
Laura Sillen
Newport Beach, CA
Bonnie Larsen
Newport Beach, CA
John Morreale
Newport Beach, CA
Mark Larsen
Newport Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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