SourcingSourcing

PUREVEST, LLC

C32
CRD 318332·SEC 801-123242·STATEN ISLAND, NY
AUM
$51.6M
$25M-$100M
Est. Revenue
$516K
@ 1% on AUM
Est. EBITDA
$155K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PUREVEST, LLC
CRD
318332
SEC file #
801-123242
EIN
—
DBA names
Purevest

Economics

AUM
$51.6M
AUM band
$25M-$100M
AUM trajectory
'23'26
$30.3M → $51.6M▲ +70%
Client mix
Individuals Other81
Individuals High Net Worth10

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
STATEN ISLAND NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
purevest.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GITTER, JASON, M
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GITTER, JASON, M
GITTER, STEVEN, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PUREVEST.NET
Rdap Domain Creation Date
2021-12-08T16:22:18Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-08T16:22:18Z
Rdap Domain Last Changed
2025-12-09T13:16:24Z
Rdap Nameservers
Ns67.domaincontrol.comNs68.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4670240
Trust Company Affiliate
No

People (2)

2
GITTER, STEVEN, MATTHEW
IAR · Direct Owner · 62.5%
4673631
GITTER, JASON, M
IAR · Direct Owner · 62.5%
4670240