Pursue Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Pursue Wealth Partners reports 31 clients. They include 26 high-net-worth individuals and 5 individual clients. Of its assets, 98.3% ($239M across 89 accounts) are managed with discretion; $4.19M across 5 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 16% | <1% |
| High-net-worth individuals | 84% | 89% |
| Corporations and other businesses | Fewer than 5 | 10% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 5 | $1.55M | 0.6% | $310K |
| High-net-worth individuals | 26 | $217M | 89.0% | $8.33M |
| Corporations and other businesses | Fewer than 5 | $25.1M | 10.3% | — |
| Total | 31 | $243M | 100% | — |
- Clients
- 5
- Regulatory AUM
- $1.55M
- AUM share
- 0.6%
- Avg. per client
- $310K
- Clients
- 26
- Regulatory AUM
- $217M
- AUM share
- 89.0%
- Avg. per client
- $8.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $25.1M
- AUM share
- 10.3%
- Avg. per client
- —
Total
- Clients
- 31
- Regulatory AUM
- $243M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Pursue Wealth Partners charges 0.70%–2.50% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is an annual retainer fee of $20,000 to $150,000 per year, which may be negotiable.
Arax Wealth Management, LLC owns 50% to 75% of Pursue Wealth Partners and is in turn owned by Arax Midco, LLC (75% or more). The leadership team of Pursue Wealth Partners includes Chief Compliance Officer Yarenis Rodriguez. It has 3 employees, 2 of them in advisory roles.
Leadership
- Yarenis RodriguezChief Compliance Officer
- Jarrett BradyManaging Director
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- Owns 50% to 75% of Pursue Wealth Partners, LLC
Arax Wealth Management, LLC
Control person · since March 2023
- Owns 75% or more of Arax Wealth Management, LLC
Arax Midco, LLC
Control person · since June 2023
- Owns 75% or more of Arax Midco, LLC
Arax Investment Partners LLC
Control person · since June 2023
- Owns 75% or more of Arax Investment Partners LLC
Arax Business Trust
Control person · since March 2023
Redbird Capital Partners Fund IV Genpar LLC
Trustee · Control person · since January 2023
- Owns 25% to 50% of Pursue Wealth Partners, LLC
White Rabbit Cap, Inc
Control person · since March 2023
- Owns 50% to 75% of White Rabbit Cap, Inc
Jarrett Brady
Control person · since March 2023
- Owns 50% to 75% of White Rabbit Cap, Inc
Gregory Kern
Control person · since February 2023
Pursue Wealth Partners’ regulatory assets grew from $206M (June 2023) to $243M (September 2026); clients rose from 26 to 31 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $243M | 31 | 3 | 2 |
| February 2025 | $221M | 33 | 3 | 4 |
| February 2024 | $207M | 28 | 3 | 4 |
| June 2023 | $206M | 26 | 3 | 4 |
Besides its headquarters, Pursue Wealth Partners has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Pursue Wealth Partners, LLC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 925-276-0427
- SEC file
- 801-127939
- Structure
- Delaware LLC
- Fiscal year end
- December
Pursue Wealth Partners uses Raymond James ($243M) as custodian for its separately managed accounts. Pursue Wealth Partners has custody of $17.8M in client assets for 9 clients.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $243M100%
At year end, Pursue Wealth Partners’ separately managed accounts were mostly in stocks (51%) and funds (48%).
What the accounts hold
- Stocks51%
- Funds48%
- Cash1%
How many clients does Pursue Wealth Partners have?
Pursue Wealth Partners has 31 clients and manages $243 million for them, as of September 2026. They include 26 high-net-worth individuals and 5 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Pursue Wealth Partners offer?
Pursue Wealth Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Pursue Wealth Partners charge?
Pursue Wealth Partners charges 0.70%–2.50% for its Investment Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: PURSUE WEALTH PARTNERS LLC DISCLOSURE BROCHURE, filed 15 September 2026
Which custodians does Pursue Wealth Partners use?
Pursue Wealth Partners’ separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $243M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Pursue Wealth Partners have?
Pursue Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pursue Wealth Partners invest in?
At the end of its last fiscal year, Pursue Wealth Partners’ separately managed accounts held 51% exchange-traded equities, 48% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pursue Wealth Partners?
Pursue Wealth Partners is owned through holding companies by Jarrett Brady and Gregory Kern. Its direct owners are Arax Wealth Management, LLC (50% to 75%) and White Rabbit Cap, Inc (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Pursue Wealth Partners get paid?
Pursue Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pursue Wealth Partners?
Its phone number is 925-276-0427.