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Founder, Chief Executive Officer · Purefi Wealth, LLC

Paul M. Simons

CRD 1720329 · Named on Form ADV at one SEC-registered adviser

At a glance

Purefi Wealth, LLC, an SEC-registered wealth manager based in Boston, MA with $326 million in regulatory assets, lists Paul M. Simons on its Form ADV as Founder, Chief Executive Officer, a control person.

Firms and roles

  • Purefi Wealth, LLCFounder, Chief Executive OfficerWealth manager · Boston, MA · $326M in regulatory assets

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Charles B. CorkeryChief Compliance Officer, Chief Administrative Officer, Purefi Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.