# Pursue Wealth Partners, LLC

> Pursue Wealth Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 326348
- Filed as: PURSUE WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326348
- AdvisorCensus page: https://advisorcensus.com/firm/pursue-wealth-partners-llc-atlanta-ga-326348

## Quick answers

**How is Pursue Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pursue Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Pursue Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated August 31, 2026 states: Asset-based fee: 0.7% to 2.5% a year (a range, as the brochure states it); Subscription: $20,000 to $150,000 a year (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pursue Wealth Partners, LLC located?**
Pursue Wealth Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Pursue Wealth Partners, LLC registered with the SEC or a state?**
Pursue Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326348.

**How much does Pursue Wealth Partners, LLC manage?**
Pursue Wealth Partners, LLC reports $243,363,686 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (98% discretionary).

**How have Pursue Wealth Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Pursue Wealth Partners, LLC: Regulatory assets under management: $206,050,775 in the October 2023 data and $243,363,686 in the October 2026 data, up 18%. Total employees: 3 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pursue Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (5).

**Which custodians does Pursue Wealth Partners, LLC use?**
Pursue Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Pursue Wealth Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326348

**Does Pursue Wealth Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 31, 2026 says: "Pursue Wealth Partners does not impose a minimum account or relationship size."

**What changed in Pursue Wealth Partners, LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 3 to 2. No longer lists an office in Clayton, CA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Asset-based fee: 0.7% to 2.5% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.70% to 2.50% based on several factors, including, but not limited to: the services offered to the Client, the complexity of the services to be provided, the level of Client assets managed by the Advisor, and/or the overall relationship with the Advisor.

- Account minimum: None

> Pursue Wealth Partners does not impose a minimum account or relationship size.

- Subscription: $20,000 to $150,000 a year (financial planning services)

> Pursue Wealth Partners offers financial planning services for an annual retainer fee ranging from $20,000 to $150,000 per year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $243,363,686
- Discretionary: $239,170,530
- Non-discretionary: $4,193,156

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,548,767 |
| High net worth individuals | 26 | $216,700,463 |
| Corporations or other businesses not listed above | Fewer than 5 | $25,114,456 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $206,050,775 | 3 | June 16, 2023 |
| October 2024 | $207,197,145 | 3 | August 6, 2024 |
| October 2025 | $221,260,564 | 3 | February 14, 2025 |
| October 2026 | $243,363,686 | 3 | September 15, 2026 |

Regulatory assets under management: $206,050,775 in the October 2023 data and $243,363,686 in the October 2026 data, up 18%.
Total employees: 3 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 3 to 2.
- No longer lists an office in Clayton, CA.
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Added an office in Clayton, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pursue Wealth Partners, LLC (CRD 326348): Form ADV filing data as of October 2026.