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).

Current Firm Details
1026 Oak Street, Suite 201, Clayton, CA 94517
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $1,918,492
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, OK, TX

Financial Advisors at Pursue Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jarrett Brady, financial advisor Clayton CA
Jarrett A. Brady
CRD#: 5468220
1026 Oak Street, Suite 201, Clayton, CA 94517

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.

2
Gregory Kern, financial advisor Clayton CA
Gregory G. Kern
CRD#: 2116437
1026 Oak Street, Suite 201, Clayton, CA 94517

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.

3
Yarenis Rodriguez, financial advisor Atlanta GA
Yarenis R. Rodriguez
CRD#: 5310038
Atlanta, GA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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