Pursue Wealth Partners, LLC
● SEC registered since 2023CRD 326348SEC# 801-127939
Reg. AUM
$243.4M
Employees
3
Accounts
94
Location
—
Pursue Wealth Partners, LLC assets under management
Pursue Wealth Partners, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $243.4 million in regulatory assets under management and employs 3 people.
Pursue Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arax Wealth Management, LLC Control | Owner | 50-75% | 2023 |
| Jarrett Alexander Brady Control | Managing Director | Under 5% | 2023 |
| White Rabbit Cap, Inc Control | Owner | 25-50% | 2023 |
| Yarenis Rosa Rodriguez | Chief Compliance Officer | Under 5% | 2023 |
| Arax Business Trust Control | Member | Over 75% | 2023 |
| Arax Investment Partners LLC Control | Member | Over 75% | 2023 |
| Arax Midco, LLC Control | Member | Over 75% | 2023 |
| Gregory Gerard Kern Control | Shareholder | 50-75% | 2023 |
| Jarrett Alexander Brady Control | Shareholder | 50-75% | 2023 |
| Redbird Capital Partners Fund IV Genpar LLC Control | Trustee | — | 2023 |
Frequently asked questions
How much does Pursue Wealth Partners, LLC manage?
Pursue Wealth Partners, LLC reports $243.4 million in regulatory assets under management on its Form ADV.
How many employees does Pursue Wealth Partners, LLC have?
Pursue Wealth Partners, LLC reports 3 employees.
Does Pursue Wealth Partners, LLC disclose fund performance?
Pursue Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (925) 276-0427 |
| Fax | (415) 276-1724 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$243.4M▲ 10%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,306 advisers
EmployeesTop 77%
More than 23% of 16,824 advisers
Assets under management
$243.4Mregulatory AUM
Discretionary $239.2MNon-discretionary $4.2M