# PURSUIT WEALTH MANAGEMENT, LLC

PURSUIT WEALTH MANAGEMENT, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 337709
- Type: SEC-registered investment adviser
- SEC file number: 801-134423
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Pamela Sue Rigsby | FOUNDER | — |
| Kelsey Dougherty Plummer | PARTNER | — |
| Adam Wesley Boor | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337709/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337709/similar
- Related entities: https://search.stillhousedata.com/firm/337709/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337709

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.