PURSUE WEALTH PARTNERS, LLC

CLAYTON, California·3 registered advisors·CRD# 326348
SEC# 801-1279393(925) 276-0427
01

Firm Overview

AUM
$207M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PURSUE WEALTH PARTNERS, LLC

3 registered advisors
Gregory Gerard Kern
CLAYTON, California
Jarrett Alexander Brady
CLAYTON, California
Yarenis Rosa Rodriguez
CLAYTON, California
05

Office Locations

CLAYTON, California
3 advisors

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Data sourced from SEC Form ADV filings. PURSUE WEALTH PARTNERS, LLC (CRD# 326348) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.