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Pursuit Wealth Management, LLC

● SEC registered since 2025CRD 337709SEC# 801-134423Raleigh, NC
Export (members)
Reg. AUM
—
Employees
7
Accounts
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Location
Raleigh, NC

Pursuit Wealth Management, LLC assets under management

Pursuit Wealth Management, LLC is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2025. It employs 7 people.
www.pursuitwealthstrategies.comView on SEC.gov ↗

Pursuit Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Adam Wesley BoorChief Compliance OfficerUnder 5%2025
Kelsey Dougherty PlummerPartner5-10%2025
Pamela Sue Rigsby ControlFounderOver 75%2025

Frequently asked questions

How many employees does Pursuit Wealth Management, LLC have?

Pursuit Wealth Management, LLC reports 7 employees.

Where is Pursuit Wealth Management, LLC located?

Pursuit Wealth Management, LLC is based in Raleigh, NC and has been SEC-registered since 2025.

Does Pursuit Wealth Management, LLC disclose fund performance?

Pursuit Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8311 Bandford Way, Suite 105, Raleigh, NC 27615
Phone919-847-7600
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo