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PURSUE WEALTH PARTNERS, LLC

CRD 326348 · SEC 801-127939

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$243.4M

Discretionary AUM

$239.2M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals5$1.5M
High net worth individuals26$216.7M

States served

CA, GA, OK, TX

Official SEC filing: View on IAPD