Pursue Wealth Partners, LLC
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About
Pursue Wealth Partners, LLC is an SEC‑registered advisory firm that provides discretionary and non‑discretionary investment management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and businesses. As of December 31, 2025 the firm reported approximately $243 million in assets under management across a small client roster (about 31 clients) and operates with a two‑adviser team.
The firm’s investment process is primarily long‑term and combines fundamental and technical analysis to construct customized portfolios using mutual funds, ETFs (including inverse ETFs), individual equities and bonds, options, structured products and other alternative investments. Uncommonly for peers in its category, Pursue Wealth Partners discloses the use of borrowing (margin) and derivatives in separately managed accounts and may retain legacy positions or use shorter‑term trades for rebalancing, tax, or tactical reasons.
Pursue Wealth Partners implements portfolios both through internal management and by recommending unaffiliated independent managers, and it maintains an institutional platform relationship with Raymond James that provides custodial and operational support. The firm also discloses that certain advisory personnel hold broker‑dealer registrations and may implement commissionable transactions in a separate capacity, a feature that creates distinct operational and conflict‑management considerations relative to many supported peers.
Client services
Expertise
Fee options
$0+: 0.70% +: up to 2.50%
Annual retainer fees for financial planning range from $20,000 to $150,000 per year, invoiced quarterly in advance.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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 previously worked at firms including Kingswood Capital Partners, J Alden Associates Inc., and Raymond James & Associates. He is also CEO of White Rabbit Cap, Inc., an entity related to Pursue Wealth Partners for legal and accounting purposes. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million in assets, offering customized, primarily long-term investment strategies that incorporate fundamental and technical analysis, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, options, and alternative investments.
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 several firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., Raymond James, and Fidelity Brokerage Services. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm combines fundamental and technical analysis to create customized portfolios using a broad range of investment vehicles and employs both internal management and independent managers, supported by a relationship with Raymond James for custodial and operational services.
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