PURSUIT WEALTH MANAGEMENT

Overview

Pursuit Wealth Management is an independent registered investment adviser structured as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates as a hands-on discretionary manager across client accounts. Investment activity centers on exchange-traded equities held in liquid, custody-friendly structures, with an expressed preference for equity exposure as the primary allocation. The adviser does not position itself as a multi-state or pension consultant and is not identified as an active ESG investor. Strategy and manager selection appear pragmatic and retail-focused: core equity exposure is maintained through exchange-traded instruments, while noncore needs are addressed with mutual funds, annuities where suitability dictates, and select private credit exposure to add income and diversification. With an owner-type listed as an individual and a client base concentrated on individuals and families, the firm’s model supports personalized portfolio construction and direct client relationships rather than institutional or broad capital-allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices