Overview
Assets Under Management: $457 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 186
Average Client Assets: $2 million
Frequently Asked Questions
PURSUIT WEALTH STRATEGIES, 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 #337709), PURSUIT WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
PURSUIT WEALTH STRATEGIES, LLC is headquartered in RALEIGH, NC.
PURSUIT WEALTH STRATEGIES, LLC serves 186 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, PURSUIT WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PURSUIT WEALTH STRATEGIES, LLC manages $457 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, PURSUIT WEALTH STRATEGIES, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 186
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.76
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,121
Discretionary Accounts: 1,676
Non-Discretionary Accounts: 445
Regulatory Filings
CRD Number: 337709
Filing ID: 2054029
Last Filing Date: 2026-02-13 14:39:29