# PURSUE WEALTH PARTNERS, LLC

PURSUE WEALTH PARTNERS, LLC of CLAYTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 326348
- Type: SEC-registered investment adviser
- SEC file number: 801-127939
- Location: 6024 MAIN STREET, CLAYTON, CA, 94517
- Phone: (925) 276-0427
- Latest filing: 2026-03-27
- Regulatory AUM: $243.4M
- Discretionary AUM: $239.2M
- Non-discretionary AUM: $4.2M
- Clients: 3
- Accounts: 94

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326348/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326348/similar
- Related entities: https://search.stillhousedata.com/firm/326348/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326348

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.