PUREWATER CAPITAL, LLC
SEC RegisteredPurewater Capital, a financial concierge.
About the firm
Purewater Capital, LLC is an SEC registered investment advisory firm that provides a concierge-level financial experience, offering deeply personal advice, white-glove service, and a relationship built on trust, clarity, and long-term stewardship. The firm specializes in helping clients manage every aspect of their financial life with security, discretion, and trust at its core.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-based financial planning, investment management, portfolio analysis and construction, wealth management, financial roadmap development, and 401k planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 169 | $35M |
| High Net Worth Individuals | 63 | $115M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Asset Management - All Assets | 2.00% |
| DPL Insurance Platform - All Assets | 1.00% |
| Retirement Plan Advisory - All Plan Assets | 1.00% |
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PUREWATER CAPITAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.