About Pure Portfolios
<p>After its January 2026 acquisition by Waverly Advisors, Pure Portfolios continues to work with clients from Lake Oswego in the Portland metro area. The firm is a registered investment advisor and reports $0.4B in AUM (2026).</p> <p>Pure Portfolios was established roughly a decade before the 2026 transaction and is now part of Waverly Advisors. Clients can still use the legacy Pure Portfolios client portal for secure access to account information.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, the firm provides fiduciary support for employer retirement plans, including 3(21) services, along with financial planning and portfolio management for individuals and families. The Waverly partnership adds in-house tax and estate planning resources while keeping the same day-to-day advisory relationship many clients started with.</p> <p>What sets Pure Portfolios apart is the combination of a local Oregon-based advisory team and the broader planning resources available through Waverly Advisors.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>Corporate retirement plan advisory support</li> <li>Financial planning</li> <li>Portfolio management</li> <li>Client portal access through the legacy Pure Portfolios system</li> </ul>
Website: https://www.pureportfolios.com/
Office Locations
- Lake Oswego, OR (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $437.0M