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 organized as an LLC and registered with the SEC in 2023. The firm serves individual and family clients and operates as a capital allocator, using outside managers alongside its own advice. Its fee arrangements include both a percentage-of-assets model and fixed fees. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser in the snapshot provided. It does not report pension consulting or related-adviser affiliations.