Acquisition Opportunity Pure Portfolios was acquired by Waverly Advisors in January 2026, signaling a potential sales opening to align with the acquirer’s strategic integration plans and cross-sell complementary wealth management solutions.

Low-Cost Value The firm emphasizes a low-fee, custom-portfolio approach and avoidance of mutual funds, presenting a compelling case to institutions and RIAs seeking cost-efficient, tax-aware investment management for high-net-worth clients.

Limited Headcount With an apparent sole or extremely lean team (0-1 employees), there is a strong need for scalable technology, outsourced operations, and strategic partnerships to maintain service levels and enable growth.

Geographic Focus Two offices in Lake Oswego, OR and Camas, WA indicate a regional footprint with potential expansion opportunities into adjacent markets; a local (or nearby) franchise-like expansion or white-labeling could be explored.

Regulatory & Reputation As a registered investment adviser with the SEC and a mission-driven stance on ethics and investor rights, there is room to offer compliance, governance, and education services that reinforce their client-centric positioning post-acquisition.