This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=2.0

Regulatory AUM

$243MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$239M

Private client RAUM

$218MderivedItem 5.D individuals plus high net worth individuals

Private client share

90%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$122Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

94

Individual clients

5

High net worth clients

26

Custody, client assets

$17.8M

SEC number

801-127939

CRD

326348

Filings on the tape

14

First filed

Apr 6, 2023

Latest filed

Sep 15, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jun 6, 2023
  Team lift-out

  2 advisors left Icapital Wealth LLC (Clayton, CA) for Pursue Wealth Partners, LLC on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  Apr 6, 2023
  First Form ADV filing

  Pursue Wealth Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:07e1da03-8786-04aa-9684-e781f257d8a5

First observed

Apr 6, 2023

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.