Alamo, CA Office

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.