P
$243.4M Total AUM
$239.2M Disc. AUM
-- 3Y CAGR
3 Employees
31 ADV. Clients
3 yrs Firm Age
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- Custodian
- Deutsche Bank · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-04-2023
- Office Locations
- 2
Office Locations
-- Alamo CA
-- Atlanta GA
About Pursue Wealth Partners, LLC
Pursue Wealth Partners, LLC is a Alamo-based RIA with 2 offices. The firm has been operating for 3 years. Managing $243.4M in total assets under management, with 2 advisory representatives. They custody assets with Deutsche Bank and Fidelity/NFS.
Team overview
-- AVG AGE
$121.7M AVG AUM / ADVISOR
$7.9M AVG AUM / CLIENT
3.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
J
JARRETT ALEXANDER BRADY
MANAGING DIRECTOR
- CRD
- #5468220
- Ownership
- Less than 5%
Available
Available
Available
Y
YARENIS ROSA RODRIGUEZ
Chief Compliance Officer
- CRD
- #5310038
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $239,170,530 | $2,687,309 |
| Non-Discretionary | $4,193,156 | $838,631 |
| Total | $243,363,686 | $2,588,975 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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13F Holdings | Q1 2026
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