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PURSUIT WEALTH MANAGEMENT
FINANCIAL INVESTMENTS RESEARCH & MANAGEMENT LLC
CRD 115416 · SEC 801-61949
2461 10TH ST. SUITE 4, CORALVILLE, IA, 52241, United States
Phone
800-826-8684
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$32.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $19.5M |
| High net worth individuals | 13 | $12.5M |
All web addresses on file
Official SEC filing: View on IAPD