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PURSUIT WEALTH STRATEGIES, LLC
PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709 · SEC 801-134423
8311 BANDFORD WAY, SUITE 105, RALEIGH, NC, 27615, United States
Phone
919-847-7600
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$457.5M
Discretionary AUM
$311.1M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 297 | $88.2M |
| High net worth individuals | 186 | $364.9M |
States served
CA, LA, MD, NJ, NC, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD