Pursue Wealth Partners, LLC
Pursue Wealth Partners, LLC (CRD# 326348) is a financial advisory firm headquartered in Clayton, CA. They manage $207,197,145 in 108 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management207MILLION
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Total Number of Accounts108ACCOUNTS
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Average Account Value$1,918,492
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, GA, OK, TX
Jarrett Brady (CRD# 5468220) is an Investment Advisor Representative working at Pursue Wealth Partners, LLC in Clayton, CA and has over 16 years of experience in the finance industry.
Gregory Kern (CRD# 2116437) is an Investment Advisor Representative working at Pursue Wealth Partners, LLC in Clayton, CA and has over 32 years of experience in the finance industry.
Yarenis Rodriguez (CRD# 5310038) is an Investment Advisor Representative working at Pursue Wealth Partners, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.