Pursue Wealth Partners, Llc
- Regulatory AUM
- $243M
- Discretionary
- $239M
- Clients
- 31
- Avg AUM / client
- $7.9M
- Accounts
- 94
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $1.5M | 0.64% |
| High net worth individuals | 26 | $217M | 89.0% |
| Corporations and other businesses | Fewer than 5 clients | $25.1M | 10.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kern, Gregory, Gerard | Managing Director / Principal | Feb 2023 (4y) | ≈ 12.5% – 37.5% via White Rabbit Cap, Inc | |
| Jarrett Alexander Brady | Managing Director | Mar 2023 (3y) | ≈ 12.5% – 37.5% via White Rabbit Cap, Inc | |
| Yarenis Rosa Rodriguez | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arax Wealth Management, Llc | Owner | Mar 2023 | A | 50% – 75% |
| White Rabbit Cap, Inc | Owner | Mar 2023 | A | 25% – 50% |
| Arax Investment Partners Llc | Member | Jun 2023 | B | ≈ 28.13% – 75% via Arax Midco, Llc |
| Arax Business Trust | Member | Mar 2023 | B | ≈ 21.09% – 75% via Arax Investment Partners Llc |
| Arax Midco, Llc | Member | Jun 2023 | B | ≈ 37.5% – 75% via Arax Wealth Management, Llc |
| Redbird Capital Partners Fund Iv Genpar Llc | Trustee | Jan 2023 | B | GP / trustee / elected manager of Arax Business Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kern, Gregory, Gerard: 50% – 75% of White Rabbit Cap, Inc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Jarrett Alexander Brady: 50% – 75% of White Rabbit Cap, Inc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Arax Investment Partners Llc: 75% – 100% of Arax Midco, Llc × 75% – 100% of Arax Wealth Management, Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Arax Business Trust: 75% – 100% of Arax Investment Partners Llc × 75% – 100% of Arax Midco, Llc × 75% – 100% of Arax Wealth Management, Llc × 50% – 75% direct ≈ 21.09% – 75% of the firm
- Arax Midco, Llc: 75% – 100% of Arax Wealth Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 916 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $243M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗