Pursue Wealth Partners, LLC
Pursue Wealth Partners, LLC is an SEC-registered wealth manager with $243.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Pursue Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326348, SEC 801-127939, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $243.4M (2026-03-27)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 31
- CRD
- 326348
- Ownership
- KERN, GREGORY, GERARD; BRADY, JARRETT, ALEXANDER; RODRIGUEZ, YARENIS, ROSA; ARAX INVESTMENT PARTNERS LLC; ARAX WEALTH MANAGEMENT, LLC
How much AUM does Pursue Wealth Partners, LLC have?
Pursue Wealth Partners, LLC reported $243.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Pursue Wealth Partners, LLC?
Disclosed owners and executives of Pursue Wealth Partners, LLC include KERN, GREGORY, GERARD, BRADY, JARRETT, ALEXANDER, RODRIGUEZ, YARENIS, ROSA, ARAX INVESTMENT PARTNERS LLC, ARAX WEALTH MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.