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Chad Stewart Morris

Purus Wealth Management, LLC

Fort Worth, TX

Newport Beach, CA

CRD 7306505

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Employer firm

Purus Wealth Management, LLC CRD 174490

$658M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Purus Wealth Management, Llc

4675 Macarthur Court Suite 770, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-28
TX RA APPROVED 2025-08-28
  • CA RA
    APPROVED
    Since 2025-08-28
  • TX RA
    APPROVED
    Since 2025-08-28

Branch Locations

Fort Worth, TX • United States

4675 Macarthur Court Suite 770, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scican Canonsburg PA 06/2019 01/2020
Goosehead Insurance Westlake TX 02/2020 06/2020
Purus Wealth Management, Llc Newport Beach CA 07/2020 09/2021
Texas Christian University Fort Worth TX 08/2015 06/2019
Fort Worth Fire Department Fort Worth TX 12/2021 Present
Purus Wealth Management, Llc Newport Beach CA 06/2025 Present
  • 06/2019 → 01/2020
    Scican
    Canonsburg, PA
  • 02/2020 → 06/2020
    Goosehead Insurance
    Westlake, TX
  • 07/2020 → 09/2021
    Newport Beach, CA
  • 08/2015 → 06/2019
    Texas Christian University
    Fort Worth, TX
  • 12/2021 → Present
    Fort Worth Fire Department
    Fort Worth, TX
  • 06/2025 → Present
    Newport Beach, CA
Other Businesses

1) 12/2021 Fort Worth Fire Department, Firefighter, Emergency Services, Not investment related, 505 W Felix St., Fort Worth, TX, 76115, 224 hours/month, 56 hours during trading hours, Reports to station for 24 hours every 3 days/ Daily duties of Firefighter/ Responds as emergencies arise 2) 8/2024 The Brigade Brothers, Co-Owner/Light Technician, Holiday Service, Not investment related, 5500 Castle Peak Bend, Fort Worth, TX, 76126, 20 hours during Nov/Dec, 0 hours during trading hours, Hangs Christmas lights for neighborhood

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-03
  • S65 Uniform Investment Adviser Law Examination
    2025-05-03

View on SEC IAPD

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