Pursue Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pursue Wealth Partners is an SEC-registered advisory firm that provides discretionary and non‑discretionary investment management and written financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and businesses. The firm manages roughly $243 million across about 31 client relationships and implements strategies either through its internal portfolio management or by recommending unaffiliated independent managers.
The firm’s investment process is primarily long‑term and combines fundamental and technical analysis, while using a mix of mutual funds, ETFs (including inverse and leveraged ETFs), individual equities and bonds, options contracts, structured products, and other alternative vehicles. Pursue Wealth Partners states it will monitor and rebalance portfolios regularly and — where appropriate — employ hedging, short‑term margin borrowings and derivatives to meet client objectives.
What is notable relative to many peers is the explicit use of short‑term margin borrowings and derivatives (including options and inverse ETFs) in separately managed accounts, practices the firm discloses and discusses under its risk and margin sections. The firm also maintains an institutional relationship with a major custodian that provides technology and other economic benefits and discloses that certain advisory personnel have broker‑dealer registrations, a potential conflict the firm documents and says it oversees.
Client services
Expertise
Occupation focus
Fee options
0.70% to 2.50% annually
Annual retainer fee ranging from $20,000 to $150,000 (financial planning services)
Main office
See officeAlamo CA
Advisors at this office
1
Most active in
California · Georgia · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jarrett B
Series 66
Alamo, CA
Pursue Wealth Partners, LLC
Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., and Raymond James & Associates. Brady is also CEO of White Rabbit Cap, Inc., an entity established for legal and accounting purposes related to Pursue Wealth Partners. Pursue Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million through discretionary and non-discretionary investment management, employing a long-term strategy that combines fundamental and technical analysis across diverse asset types, including mutual funds, ETFs, equities, bonds, options, and structured products.
Yarenis R
Series 66
Atlanta, GA
Pursue Wealth Partners, LLC
Yarenis Rodriguez is a financial advisor at Pursue Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, J Alden Associates, Inc, and Raymond James & Associates. Pursue Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million across about 31 client relationships, using a long-term investment process that combines fundamental and technical analysis with a diverse range of investment vehicles and strategies, including derivatives and short-term margin borrowings.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")