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Home > Retirement Planners > california > clayton > PURSUE WEALTH PARTNERS, LLC
PURSUE WEALTH PARTNERS, LLC
6024 Main Street
Clayton, California 94517
Tel: (925) 276-0427
About PURSUE WEALTH PARTNERS, LLC
PURSUE WEALTH PARTNERS, LLC, formally registered with the SEC as PURSUE WEALTH PARTNERS, LLC. The firm was established in 05/04/2023. They have over 4 offices throughout the country.
PURSUE WEALTH PARTNERS, LLC is a Clayton, California based Financial Planning firm with nearly $221,260,564 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326348 |
| SEC# | 801-127939 |
| Assets Managed by Firm | $221,260,564 |
| No. of Clients | 94 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 94 | $221,260,564 |
| Individuals (other than high net worth individuals) | 5 | $1,245,372 |
| High net worth individuals | 28 | $199,665,543 |
| Corporations or other businesses | Fewer than 5 clients | $20,349,649 |
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