Pursue Wealth Partners, LLC

RIASEC RegisteredEst. 2023

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 that began SEC registration in 2023 and operates as a limited liability company. The firm serves individual and family clients, charging fees based on a percentage of assets under management and fixed fees. Core advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside managers — the firm identifies itself as a capital allocator rather than a pure discretionary-only manager. Pursue Wealth Partners does not characterize itself as an active ESG investor.