Pursue Wealth Partners, LLC

RIASEC Registered
Total AUM
$243M
Discretionary
$239M
98% of AUM
Avg account
$2.6M
Accounts
94
Employees
3
Advisory reps
2

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 operating as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and due diligence/selection of external managers. Its fee model combines asset-based charges and fixed fees. Pursue Wealth does not market itself as an ESG investor. The firm appears to blend in-house portfolio management with third-party manager relationships: the “selection of other advisers” capability and the capital allocator designation indicate they place client assets into external funds or strategies when appropriate, alongside direct equity and ETF holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 48%, Cash & Cash Equivalents 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds48%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Yarenis Rodriguez

    Yarenis Rodriguez

    Chief Compliance OfficerCRD 5310038

Contacts

1 of 1
  • Jarrett Brady

    Jarrett Brady

    Managing DirectorCRD 5468220

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$102M in ETFs

Passive

89%

$90.7M

Active

5%

$11.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK MORNINGSTAR WIDE MOAT ETF (MOAT)VanEckPassiveLarge Blend$8.5M81,9678.33%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth