PURSUIT WEALTH MANAGEMENT, LLC

PURSUIT WEALTH MANAGEMENT, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 337709). Regulatory assets under management: $457.5M.

Registration

• CRD: 337709
• SEC file number: 801-134423
• Type: Registered investment adviser
• Location: 8311 BANDFORD WAY, SUITE 105, RALEIGH, NC, 27615
• Phone: 919-847-7600
• Latest filing: 2026-02-13
• Regulatory AUM: $457.5M
• Discretionary AUM: $311.1M
• Non-discretionary AUM: $146.4M
• Clients: 7
• Accounts: 2,121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Investment cos.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337709 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search