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Pure Financial Advisors - M&A Summary and Business Overview

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Pure Financial Advisors M&A Summary

Pure Financial Advisors has acquired 2 companies, including 2 in the last 5 years.

Pure Financial Advisors has acquired in 2 different US states. The Company’s most targeted sectors include business services (50%) and financial services (50%).

Pure Financial Advisors Business Overview

Where is Pure Financial Advisors headquartered?

Pure Financial Advisors is headquartered in San Diego, California.

What sector is Pure Financial Advisors in?

Pure Financial Advisors is a business services company.

When was Pure Financial Advisors founded?

Pure Financial Advisors was founded in 2007.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Advisors 1

Pure Financial Advisors

Pure Financial Advisors

3131 Camino Del Rio North, Suite 1550,
San Diego, California 92108
United States,
(619) 814-4100
www.purefinancial.com

Pure Financial Advisors is a registered investment advisor offering independent, fee-only financial planning, education, and investment advice to clients nationwide. Pure Financial Advisors was founded in 2007 and is based in San Diego, California.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.4/yr) # - 1 - - - 1 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Fairhaven Wealth Management LLC 2025-04-15 - Add-on Acquisition
Wheaton, Illinois · www.fairhavenwealth.com
Kaufman Kampe Advisors LLC 2021-11-15 - Add-on Acquisition
Mercer Island, Washington · www.kaufmankampe.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (50%) - - -
Financial Services 1 (50%) - - -
Total 2 - - -

By Geo

State/Country Buy Value Sell Value
United States 2 - - -
  Washington 1 - - -
  Illinois 1 - - -
Total 2 - - -

Top M&A Advisors

Legal Deals
Katz Teller
 1

Company Summary

SECTOR

Business Services

Established

2007

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California Companies , Business Services Companies , United States Companies , California Business Services Companies , California Business Services with Acquisitions , California Business Services with Divestitures

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