PURSUE WEALTH PARTNERS, LLC of CLAYTON, CA is an SEC-registered investment adviser (CRD 326348). Regulatory assets under management: $243.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Gregory Gerard Kern | MANAGING DIRECTOR / PRINCIPAL; SHAREHOLDER | — |
| Jarrett Alexander Brady | MANAGING DIRECTOR; SHAREHOLDER | — |
| Yarenis Rosa Rodriguez | CHIEF COMPLIANCE OFFICER | — |
| KERN KEVIN GERARD | MANAGING DIRECTOR / PRINCIPAL; OWNER; SHAREHOLDER | — |
| BRADY JARRETT ALEXANDER | MANAGING DIRECTOR; MANAGING DIRECTOR / PRINCIPAL; OWNER (+1 more) | — |
| RODRIGUEZ YARENIS ROSA | CHIEF COMPLIANCE OFFICER | — |