Purevest, LLC
● SEC registered since 2022CRD 318332SEC# 801-123242Staten Island, NY
Reg. AUM
$72.4M
Employees
3
Accounts
249
Location
Staten Island, NY
About Purevest
Purevest provides financial planning and investment management for business owners seeking enough wealth that work becomes optional. It uses a disciplined Financial Flywheel approach to simplify planning and grow wealth consistently.
Summary based on the firm’s website.
Purevest, LLC assets under management
Purevest, LLC is an SEC-registered investment adviser based in Staten Island, NY. The firm has been registered since 2022. It reports $72.4 million in regulatory assets under management and employs 3 people.
Purevest, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason M Gitter Control | Managing Member | 50-75% | 2022 |
| Steven Matthew Gitter Control | Managing Member And Chief Compliance Officer | 50-75% | 2022 |
Frequently asked questions
How much does Purevest, LLC manage?
Purevest, LLC reports $72.4 million in regulatory assets under management on its Form ADV.
How many employees does Purevest, LLC have?
Purevest, LLC reports 3 employees.
Where is Purevest, LLC located?
Purevest, LLC is based in Staten Island, NY and has been SEC-registered since 2022.
Does Purevest, LLC disclose fund performance?
Purevest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1110 South Ave, Suite 85, Staten Island, NY 10314 |
| Phone | (347) 466-4400 |
| Office hours | 9:30 - 4:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$72.4M▲ 108%
May '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$72.4Mregulatory AUM
Discretionary $0Non-discretionary $72.4M