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Managing Director · Pursue Wealth Partners, LLC

Jarrett A. Brady

CRD 5468220 · Named on Form ADV at one SEC-registered adviser

At a glance

Pursue Wealth Partners, LLC, an SEC-registered wealth manager with $243 million in regulatory assets, lists Jarrett A. Brady on its Form ADV as Managing Director, a control person.

Firms and roles

AtlasMembers

Jarrett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jarrett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.