Pursue Wealth Partners, LLC

Pursue Wealth Partners, LLC is a registered investment advisor founded in March 2023 by Managing Directors Jarrett A. Brady and Gregory G. Kern. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Pursue Wealth Partners acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, including discretionary and non-discretionary investment management, financial planning, and consulting services. As of December 31, 2024, Pursue Wealth Partners manages over $221 million in client assets, with fees ranging from 0.70% to 2.50% based on various factors. The firm primarily uses fundamental and technical analysis methods in developing investment strategies, focusing on long-term investments but may make short-term adjustments based on client objectives and market conditions. Clients are required to enter into advisory agreements with the firm, which detail the terms, conditions, authority, and responsibilities of both parties. Pursue Wealth Partners does not accept or maintain custody of client funds, except for limited circumstances related to fee deductions and money movement authorization. The firm's Chief Compliance Officer, Yarenis R. Rodriguez, ensures compliance with regulatory requirements and oversees the protection of client information. Pursue Wealth Partners is committed to safeguarding client data and maintaining transparency in its operations. Clients can request a copy of the Privacy Policy and contact the firm with any questions or concerns.