Pursue Wealth Partners, LLC

RIASEC Registered

Total AUM

$243M

Discretionary

$239M

98% of AUM

Avg account

$2.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 326348
Registered since: May 4, 2023
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI89.04%
Corporations / Businesses10.32%
Individuals0.64%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pursue Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and due diligence/selection of external managers. Its fee model combines asset-based charges and fixed fees. Pursue Wealth does not market itself as an ESG investor. The firm appears to blend in-house portfolio management with third-party manager relationships: the “selection of other advisers” capability and the capital allocator designation indicate they place client assets into external funds or strategies when appropriate, alongside direct equity and ETF holdings.