SourcingSourcing

PURSUE WEALTH PARTNERS, LLC

B58
CRD 326348·SEC 801-127939
AUM
$243.4M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$730K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PURSUE WEALTH PARTNERS, LLC
CRD
326348
SEC file #
801-127939
EIN
923066901
DBA names
—

Economics

AUM
$243.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$221.3M → $243.4M▲ +10%
Client mix
Individuals High Net Worth26
Individuals Other5

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARAX WEALTH MANAGEMENT, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ARAX WEALTH MANAGEMENT, LLC
WHITE RABBIT CAP, INC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001911091
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-15
Edgar Last Filing Date
2026-04-08
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-08
Accession0001951757-26-000531
Edgar Former Names
ICAPITAL WEALTH LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (10)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
2509 ROLLING HILLS CTALAMO, CA 94507
Business
2509 ROLLING HILLS CTALAMO, CA 94507
Edgar EIN
923066901
Edgar Recent Filings
13F-HR2026-04-08 · 0001951757-26-000531
13F-HR2026-01-26 · 0001951757-26-000292
Firm Has Custody
Yes
Trust Company Affiliate
No

People (2)

2
BRADY, JARRETT, ALEXANDER
IAR · Executive Officer · 2.5%
5468220
RODRIGUEZ, YARENIS, ROSA
IAR · Executive Officer · 2.5%
5310038