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Yarenis Rosa Rodriguez

PURSUE WEALTH PARTNERS, LLC·CLAYTON, California
Unclaimed Profile
6024 MAIN STREET, CLAYTON, CA 94517CRD# 5310038Firm CRD# 326348
01

About

Yarenis Rosa Rodriguez is a registered financial advisor based in CLAYTON, California, affiliated with PURSUE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PURSUE WEALTH PARTNERS, LLC
PURSUE WEALTH PARTNERS, LLC
AUM
$207M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PURSUE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5310038
Firm CRD# 326348
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Yarenis Rosa Rodriguez offer?
Yarenis Rosa Rodriguez specializes in Financial Planning, Investment Management. Contact their office in CLAYTON, California for a consultation.
What are Yarenis Rosa Rodriguez's credentials?
Yarenis Rosa Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yarenis Rosa Rodriguez located?
Yarenis Rosa Rodriguez is based in CLAYTON, California, working with PURSUE WEALTH PARTNERS, LLC. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.
How does Yarenis Rosa Rodriguez charge for services?
Yarenis Rosa Rodriguez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURSUE WEALTH PARTNERS, LLC?
PURSUE WEALTH PARTNERS, LLC has approximately 3 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLAYTON
Gregory Gerard Kern — PURSUE WEALTH PARTNERS, LLCJarrett Alexander Brady — PURSUE WEALTH PARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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