Pursue Wealth Partners, LLC

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Client assets under management

$218,249,230

Clients

84% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$7,040,298

About

Pursue Wealth Partners provides discretionary and non-discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and businesses. The firm also uses independent managers as part of its multi‑manager solutions and offers ongoing portfolio supervision and periodic reviews tied to clients’ goals and risk tolerance.

The firm describes a primarily long‑term investment orientation that can include shorter‑term trading for rebalancing or cash needs, using fundamental and technical analysis to construct portfolios. Pursue Wealth Partners may employ a wide range of instruments — including mutual funds, ETFs (including inverse and leveraged funds), individual equities and bonds, options contracts, structured products and alternative investments — and the brochure discloses the use of short‑term margin borrowings and derivatives in client accounts, including within separately managed account arrangements.

Distinctive features include a relatively small client base (about 31 clients) combined with roughly $243 million in assets under management, resulting in a high assets‑per‑client profile and a concentrated advisory team. The firm also notes institutional platform relationships that provide software and operational benefits and that advisory personnel maintain broker‑dealer registrations and may implement commissionable transactions in a separate capacity, which the firm discloses as a potential source of conflicts to be managed.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Percentage

$0+: 0.70% +: up to 2.50%

Subscriptions

$20,000 to $150,000 per year

Main office location

Pursue Wealth Partners, LLC

Alamo CA, United States

Number of offices

Most active in

California · Georgia · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

(925) 276-0427

Advisors at this firm

Jarrett B

Series 66

Alamo, CA

Pursue Wealth Partners, LLC

Jarrett Brady is a financial advisor with Pursue Wealth Partners, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at several firms, including Kingswood Capital Partners, J Alden Associates Inc., iCapital Wealth LLC, Cantella & Co., Inc., Raymond James & Associates, Inc., and Deutsche Bank Securities Inc. Brady is also CEO of White Rabbit Cap, Inc., a legal and accounting entity related to his advisory firm. Pursue Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios across various asset classes and strategies, managing approximately $243 million for a concentrated client base.

Options & derivatives strategies Private / alternative investments

Yarenis R

Series 66

Atlanta, GA

Pursue Wealth Partners, LLC

Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC in Atlanta, GA, holding a Series 66 designation with 15 years of industry experience. Her career includes roles at firms such as Kingswood Capital Partners, J Alden Associates, and Raymond James & Associates. Pursue Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis to build diversified portfolios across a range of asset types, including mutual funds, ETFs, individual equities, bonds, options, structured products, and alternative investments.

Options & derivatives strategies Private / alternative investments

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