# PUREFI WEALTH, LLC

PUREFI WEALTH, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 328459
- Type: SEC-registered investment adviser
- SEC file number: 801-128976
- Location: 10 POST OFFICE SQUARE, SUITE 710, BOSTON, MA, 02109
- Phone: (617) 488-9320
- Latest filing: 2026-03-24
- Regulatory AUM: $326.4M
- Discretionary AUM: $284.2M
- Non-discretionary AUM: $42.2M
- Clients: 10
- Accounts: 98

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Paul Michael Simons | FOUNDER, CHIEF EXECUTIVE OFFICER; MANAGER | — |
| Charles Brady Corkery | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | — |
| SIMONS PAUL MICHAEL | FOUNDER, CHIEF EXECUTIVE OFFICER; MANAGER | — |
| GRAFTON JOHN GARRETT | CHIEF COMPLIANCE OFFICER | — |
| Corkery Charles B | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | — |
| CORKERY CHARLES BRADY | CHIEF COMPLIANCE OFFICER, CHIEF ADMINISTRATIVE OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328459/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328459/similar
- Related entities: https://search.stillhousedata.com/firm/328459/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328459

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.