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LS

Laura E. Sillen

PURUS WEALTH MANAGEMENT
Newport Beach, CA 92660
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CRD#: 5025645
LS

Professional summary


Laura Elizabeth Sillen, AIF®, who also goes by Laura Elizabeth Lemos, Laura Lemos, Laura Sillen, is a registered financial advisor currently at PURUS WEALTH MANAGEMENT, LLC located in Newport Beach, California.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Laura has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Laura Elizabeth Lemos | Laura Lemos | Laura Sillen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
8/10-PRESENT, VARIOUS INSURANCE CARRIERS , INV-RELATED: Y, LONG BEACH, CA, INSURANCE SALES, INSURANCE AGENT. MANB, INC, 1110 Novilunio, San Clemente, CA 92673. NOT INVESTMENT RELATED, MARKETING AND BUSINESS MANAGEMENT, MARKETING ASSOCIATE, 4/2016 - PRESENT. 4 HRS/MONTH, 0 HRS DURING TRADING, ASSISTS IN COORDINATION OF MARKETING ACTIVITES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Laura Elizabeth Sillen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

January 26, 2015 - Present

PURUS WEALTH MANAGEMENT, LLC

Office #1: 4675 Macarthur Court Suite 770, Newport Beach, CA 92660
RIA
CRD#: 174490
Newport Beach, CA
Past

December 7, 2010 - February 5, 2015

WADDELL & REED

RIA
CRD#: 866
COSTA MESA, CA
Past

August 30, 2010 - February 5, 2015

WADDELL & REED

BD
CRD#: 866
COSTA MESA, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PURUS WEALTH MANAGEMENT, LLC
MANB INC. | PURUS WEALTH MANAGEMENT, LLC

CRD#: 174490 / SEC#: 801-80854

RIA
Registered Investment Advisory firm - (1/23/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/26/2015)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PW
PURUS WEALTH MANAGEMENT, LLC
MANB INC. | PURUS WEALTH MANAGEMENT, LLC

CRD#: 174490 / SEC#: 801-80854

RIA
Registered Investment Advisory firm - (1/23/2015 Approved)
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Contact information


Main Address
4675 Macarthur Court Suite 770, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 356-6330
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (6/20/2025)

Regulatory assets under management


Total Number of Accounts1,436
AUM (Assets Under Management)$ 548,150,879

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PURUS WEALTH MANAGEMENT, LLC

CRD#: 174490Newport Beach, CA 92660

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