PURSUIT WEALTH MANAGEMENT, LLC
Doing business as PURSUIT WEALTH STRATEGIES, LLC. SEC Form ADV profile.
Total regulatory AUM
$457,453,266
Discretionary
$311,056,419
Non-discretionary
$146,396,847
Firm details
- CRD number
- 337709
- SEC file number
- 801-134423
- Main office
- RALEIGH, NC, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.