PPrivate Fund Data Log in Join · $37/mo

Gregory Gerard Kern

Managing Director / PrincipalPursue Wealth Partners, LLCCRD 2116437

About Gregory Gerard Kern

Gregory Gerard Kern is listed as Managing Director / Principal at Pursue Wealth Partners, LLC in Clayton, CA. Form ADV reports a beneficial ownership band of Under 5%. Gregory Gerard Kern is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Pursue Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Gerard Kern work?

Gregory Gerard Kern is listed as Managing Director / Principal at Pursue Wealth Partners, LLC on SEC Form ADV.

How much of Pursue Wealth Partners, LLC does Gregory Gerard Kern own?

Form ADV reports a beneficial ownership band of Under 5%.

Pursue Wealth Partners, LLC

TitleManaging Director / Principal
OwnershipUnder 5%
Control personYes
Since2023
View Pursue Wealth Partners, LLC →

Pursue Wealth Partners, LLC

TitleShareholder
Ownership50-75%
Control personYes
Since2023
View Pursue Wealth Partners, LLC →