Active
PURSUE WEALTH PARTNERS, LLC
Investment Advice|CLAYTON, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$221.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 217.4M |
| Non-Discretionary | 3.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 326348 |
| SEC Number | 801-127939 |
| Street Address | 6024 MAIN STREET |
| Location | CLAYTON, CA 94517 |
| Country | United States |
| Phone | (925) 276-0427 |
| Fax | (415) 276-1724 |
| Total Employees | 3 |
Client Count by Type (33 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 28 |
| Individuals (other than H… | 5 |
County data not available for this organization.