| Name | Title | Ownership | Since |
|---|---|---|---|
| Arax Wealth Management, LLC Control | Owner | 50-75% | 2023 |
| Gregory Gerard Kern Control | Managing Director / Principal | Under 5% | 2023 |
| Jarrett Alexander Brady Control | Managing Director | Under 5% | 2023 |
Pursue Wealth Partners, LLC reports $221.3 million in regulatory assets under management on its Form ADV.
Pursue Wealth Partners, LLC reports 3 employees.
Pursue Wealth Partners, LLC is based in Clayton, CA and has been SEC-registered since 2023.
Pursue Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6024 Main Street, Clayton, CA 94517 |
| Phone | (925) 276-0427 |
| Fax | (415) 276-1724 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $217.4M |
| Non-discretionary | $3.8M |
| Total (RAUM) | $221.3M |