John Morreale
John Morreale is a CFP-designated registered investment advisor at Purus Wealth Management, LLC, based in Newport Beach, CA, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 610 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Non-Wrap Asset Management For Held Away Accounts will not exceed 1%. Fees are negotiable.
Fee Estimator
Location
4675 Macarthur Court, Suite 770, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a marketing associate at MANB, Inc. since 2015, coordinating marketing activities for a few hours per week. He also sells fixed insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Purus Wealth Management, LLC
Previous Registrations
Waddell & Reed
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.