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PURSUIT WEALTH STRATEGIES, LLC
Legal name: PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709File 801-134423
APPROVED
Retail clients
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$457.5M
Above cohort median (national)
Discretionary AUM
$311.1M
Non-discretionary $146.4M
Clients
483
2,121 accounts
Employees
7
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 30, 2025
- Principal office
- 8311 BANDFORD WAY, SUITE 105, RALEIGH, NC, 27615
- Phone
- 919-847-7600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $457.5M
- Discretionary AUM
- $311.1M
- Non-discretionary AUM
- $146.4M
- Discretionary accounts
- 1,676
- Non-discretionary accounts
- 445
- Total accounts
- 2,121
- AUM per client
- $947K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $850K |
| High net worth individuals | 186 | $364.9M |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 297 | $88.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.