Advisors at this firm
Chad M
Series 65
Fort Worth, TX
Purus Wealth Management, LLC
Chad Morris is a financial advisor at Purus Wealth Management, LLC in Fort Worth, TX, holding a Series 65 credential. He has been with Purus Wealth Management since 2020 and has prior work experience including roles at Goosehead Insurance and SciCan. Outside of finance, Morris serves as a firefighter with the Fort Worth Fire Department and co-owns a holiday lighting service called The Brigade Brothers. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm combines fundamental and technical analysis across a range of investment strategies and offers both wrap-fee asset management and a formal seminar program on financial topics.
Mark L
CFP®, Series 63, Series 65
Newport Beach, CA
Purus Wealth Management, LLC
Mark Larsen is a CFP® with 38 years of industry experience, currently serving as managing partner and CEO at Purus Wealth Management, LLC. He has been with Purus Wealth Management since 2015 and also leads MANB Inc., a marketing and business management firm. Purus Wealth Management provides investment advisory, financial planning, pension consulting, and educational services to individuals, trusts, pension plans, and business entities. The firm employs a diverse investment approach, combining fundamental and technical analysis across various instruments, and offers portfolio management, written financial plans, and ongoing pension-plan oversight.
Laura S
Series 66
Newport Beach, CA
Purus Wealth Management, LLC
Laura Sillen is a financial advisor at Purus Wealth Management, LLC in Newport Beach, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Purus Wealth Management and MANB, Inc. since 2015. Outside of her advisory role, she is involved in insurance sales as an agent and assists with marketing and business management at MANB, Inc. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining fundamental and technical analysis, and offers portfolio management alongside an educational seminar program.
Bonnie L
Series 66
Newport Beach, CA
Purus Wealth Management, LLC
Bonnie Larsen is a financial advisor at Purus Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Purus Wealth Management since 2015. In addition to her advisory role, she is an officer at MANB, Inc., where she is involved in marketing activities. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm customizes investment strategies using both fundamental and technical analysis and offers a range of portfolio management options alongside a client seminar program.
Lauren R
Series 66
Newport Beach, CA
Purus Wealth Management, LLC
Lauren Rivera is a Series 66-licensed financial advisor with 17 years of industry experience. She has been with Purus Wealth Management, LLC since 2015 and is also involved with Manb, Inc as a marketing consultant. Additionally, Rivera works as an insurance agent with various carriers in Trabuco Canyon, CA. Purus Wealth Management serves individuals, trusts, pension plans, and business entities by providing investment advisory, financial planning, pension consulting, and educational services. The firm employs a range of investment strategies tailored to client goals and risk tolerance, combining portfolio management with a formal educational seminar program and ongoing pension-plan oversight.
John M
CFP®, Series 63, Series 66
Newport Beach, CA
Purus Wealth Management, LLC
John Morreale is a CFP® with 28 years of industry experience, currently serving at Purus Wealth Management, LLC. He has been with Purus and its related entity MANB, Inc. since 2015, where he coordinates marketing activities and is involved in fixed insurance sales. Purus Wealth Management serves individuals, trusts, pension plans, and business entities with investment advisory, financial planning, pension consulting, and educational services. The firm combines portfolio management with a formal seminar program and employs a range of investment strategies tailored to client goals and risk tolerance.