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Pure Financial Advisors, LLC CRD 144316
$11.1B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-20 |
| CA | RA | APPROVED | 2020-02-18 |
Branch Locations
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
3040 Saturn Street Suite 100, Brea, CA 92821 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westmount Asset Management | Los Angeles | CA | 10/2011 | 01/2019 |
| Falcon Wealth Planning | Ontario | CA | 03/2019 | 11/2019 |
| Pure Financial Advisors, Llc | San Diego | CA | 02/2020 | 10/2025 |
| Pure Financial Advisors, Llc | Brea | CA | 10/2025 | Present |
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