Fee-only adviser · Newport Beach, CA
Pruvise
Pruvise is a fee-only investment adviser registered with the securities regulator of California, with its main office in Newport Beach, California. On its latest Form ADV, filed October 29, 2026, it reports $250K in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 304365 |
| Office | 4695 Macarthur CT 1100 Newport Beach, CA 92660 |
| Phone | (949) 798-5744 |
| Website | www.pruvise.com |
| Regulatory assets under management | $250K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | October 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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- Tarbox Family Office, Inc. $954M
See all 63 fee-only advisers in Newport Beach →
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