# Pure Portfolios
Source: https://planprovider.pro/provider/pure-portfolios

> 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…

Retirement Plan Advisor

Lake Oswego, OR

## 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/](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

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- [Spectrum Strategic Capital Management, LLC](https://planprovider.pro/provider/spectrum-strategic-capital-management-llc) - Lake Oswego, OR

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- [Clarity Wealth Development, LLC](https://planprovider.pro/provider/clarity-wealth-development-llc) - Corvallis, OR

- [Multnomah Group](https://planprovider.pro/provider/multnomah-group) - Portland, OR

- [ALDRICH WEALTH LP](https://planprovider.pro/provider/aldrich-wealth-lp) - Lake Oswego, OR

- [Fidelis Im](https://planprovider.pro/provider/fidelis-im) - Medford, OR

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/pure-portfolios)

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