Pure Wealth Management

Overview

Pure Wealth Management is a state registered investment adviser based in Cerritos, CA, registered since 2016. It reports $46M in assets under management across 178 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$46M

Discretionary

100%

Accounts

178

Average account

$259K

Employees

1

Advisory reps

1

Registered since

2016

Jurisdictions

1

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Jason Jun Tani President, Chief Compliance Officer CRD 2896456

Advisory reps 1 of 1

• Jason Jun Tani Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2896456

Location

Headquarters

10900 183rd St Ste 215
Cerritos, CA 90703

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: purewealthmanagement.com

Every state, with registration dates

Similar firms near Cerritos

• Sierra Madre Partners LLCCerritos, CA$29.3M AUM
• Integrity Investment Portfolios LLCCerritos, CA3 reps
• Capital Research and Management CompanyLos Angeles, CA$3.8T AUM
• Pacific Investment Management Company LLCNewport Beach, CA$3.7T AUM
• Ares Management LLCLos Angeles, CA$459B AUM