Pursuit Wealth Strategies, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 337709
- Registered since
- September 30, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.76%
- Individuals19.29%
- Pension & Profit Sharing Plans0.77%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pursuit Wealth Strategies, LLC is an independent, individually owned registered investment adviser. The firm is SEC-registered (registration year 2025) and serves mainly individual and family clients. Its advisory services include financial planning and portfolio management across individual/small-business accounts, pooled investment vehicles, and institutional or business portfolios. Compensation is a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Pursuit does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Exchange Traded Equities33%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
- State & Local Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$49M in ETFs
94%
$46M
6%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $13.5M | 19,325 | 27.65% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 8311 Bandford Way
- Time zone
- ET (UTC-5)
- Office locations
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