Pursuit Wealth Strategies, LLC
Pursuit Wealth Strategies, LLC is an SEC-registered mass-market adviser in Raleigh, NC with $457.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Pursuit Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337709, SEC 801-134423, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $457.5M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Raleigh, NC
- Employees
- 7
- Clients
- 483
- CRD
- 337709
- Ownership
- Boor, Adam, Wesley; PLUMMER, KELSEY, DOUGHERTY; Rigsby, Pamela, Sue
How much AUM does Pursuit Wealth Strategies, LLC have?
Pursuit Wealth Strategies, LLC reported $457.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Pursuit Wealth Strategies, LLC?
Disclosed owners and executives of Pursuit Wealth Strategies, LLC include Boor, Adam, Wesley, PLUMMER, KELSEY, DOUGHERTY, Rigsby, Pamela, Sue. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.