Bonnie Lee Larsen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → Present
  Manb, Inc.
  San Clemente, CA
• 01/2015 → Present
  Purus Wealth Management, Llc
  Newport Beach, CA

Previous Registrations

• 2010-10-05 → 2014-11-04
  Waddell & Reed
  Irvine, CA

Other Businesses

3/01-PRESENT,MANB, INC.,INV-RELATED: N,SAN CLEMENTE,CA,MARKETING ACTIVITIES,OFFICER,80 HRS PER MO, 0 SEC TRADING HRS. 4/10-PRESENT,VARIOUS INSURANCE CARRIERS ,INV-RELATED: Y,SAN CLEMENTE,CA,INSURANCE SALES,INSURANCE AGENT.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-04

Other Names

• Bonnie Lee Ford
• Bonnie Larsen