Investment adviser · CRD 144316
PURE FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $11.1B Form ADV · Item 5.F
- Client accounts
- 7,509 Accounts, not individual clients
- Employees
- 204 Reported in this filing
- Advisory professionals
- 76 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 3,567 | $9,256,712,796 | 83.7% |
| Individuals | 3,936 | $1,786,603,056 | 16.2% |
| Retirement plans | 4 | $9,413,007 | 0.1% |
| Charities | 2 | $1,330,507 | 0.0% |
Filing source
Form ADV 2135624 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
3131 CAMINO DEL RIO N, SUITE 1550SAN DIEGO, CA, 92108, United States
CRD 144316
Filing source
Form ADV 2135624 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.