A complete list of active advisors currently associated with Pursue Wealth Partners, LLC

Warmer can help you find a great advisor at Pursue Wealth Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pursue Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Pursue Wealth Partners, LLC's office locations.

Name	Location	Years of experience
Jarrett Brady	Alamo, CA	18
Yarenis Rodriguez	Atlanta, GA	16

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support