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 registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owner-operated and focuses on individual and family clients, offering a mix of financial planning and portfolio management across client types that include individuals, small businesses, pooled investment vehicles, and institutions. Its fee arrangements are flexible—percentage of AUM, hourly, and fixed fees are all used. Pursuit does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
3 of 4Matthew Snuggs
Wealth AdvisorCRD 7605091
Pamela Rigsby
FounderCRD 2435463
Adam Boor
Partner, CCOCRD 6916424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$43.6M in ETFs
95%
$41.5M
5%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $11.5M | 19,229 | 26.38% |
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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