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 provides discretionary and non-discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and businesses. The firm also uses independent managers as part of its multi‑manager solutions and offers ongoing portfolio supervision and periodic reviews tied to clients’ goals and risk tolerance. The firm describes a primarily long‑term investment orientation that can include shorter‑term trading for rebalancing or cash needs, using fundamental and technical analysis to construct portfolios. Pursue Wealth Partners may employ a wide range of instruments — including mutual funds, ETFs (including inverse and leveraged funds), individual equities and bonds, options contracts, structured products and alternative investments — and the brochure discloses the use of short‑term margin borrowings and derivatives in client accounts, including within separately managed account arrangements. Distinctive features include a relatively small client base (about 31 clients) combined with roughly $243 million in assets under management, resulting in a high assets‑per‑client profile and a concentrated advisory team. The firm also notes institutional platform relationships that provide software and operational benefits and that advisory personnel maintain broker‑dealer registrations and may implement commissionable transactions in a separate capacity, which the firm discloses as a potential source of conflicts to be managed.

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.