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Building 2PURSUE WEALTH PARTNERS, LLC

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Phone(925) 276-0427
NotebookSEC #801-127939
Total AUM
$243.4M
Employees
3
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(925) 276-0427
Other Offices
1

ReceiptFinancials

Total AUM
$243.4M
Accounts
94
Discretionary
$239.2M
Accounts
89
Non-Discretionary
$4.2M
Accounts
5

ContactClients

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Individual Clients
5
AUM
$1.5M
HNW Individual Clients
26
AUM
$216.7M
Corporation or Business Clients
1
AUM
$25.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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