Overview
Assets Under Management: $186 million
Headquarters: PALM BEACH GARDENS, FL
High-Net-Worth Clients: 30
Average Client Assets: $2.9 million
Frequently Asked Questions
PURSUIT WEALTH MANAGMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #308969), PURSUIT WEALTH MANAGMENT LLC is subject to fiduciary duty under federal law.
PURSUIT WEALTH MANAGMENT LLC is headquartered in PALM BEACH GARDENS, FL.
PURSUIT WEALTH MANAGMENT LLC serves 30 high-net-worth clients according to their SEC filing dated March 06, 2025. View client details ↓
According to their SEC Form ADV, PURSUIT WEALTH MANAGMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PURSUIT WEALTH MANAGMENT LLC manages $186 million in client assets according to their SEC filing dated March 06, 2025.
According to their SEC Form ADV, PURSUIT WEALTH MANAGMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.87%
Average Client Assets: $2.9 million
Total Client Accounts: 273
Discretionary Accounts: 258
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 308969
Filing ID: 1948903
Last Filing Date: 2025-03-06 13:34:00