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Pursuit Wealth Managment LLC

CRD 308969SEC# 801-118856Palm Beach Gardens, FL
Export (members)
No longer SEC-registered. Pursuit Wealth Managment LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$186.3M
Employees
4
Accounts
273
Location
Palm Beach Gardens, FL

Pursuit Wealth Managment LLC assets under management

Pursuit Wealth Managment LLC is an investment advisory firm registered with the SEC based in Palm Beach Gardens, FL. It reports $186.3 million in regulatory assets under management and employs 4 people.

Pursuit Wealth Managment LLC owners & executives

2 reported
NameTitleOwnershipSince
Christian Dietrich Searcy ControlManaging PartnerOver 75%2019
Melanie Martinez McDonald ControlChief Compliance Officer10-25%2019

Frequently asked questions

How much does Pursuit Wealth Managment LLC manage?

Pursuit Wealth Managment LLC reports $186.3 million in regulatory assets under management on its Form ADV.

How many employees does Pursuit Wealth Managment LLC have?

Pursuit Wealth Managment LLC reports 4 employees.

Where is Pursuit Wealth Managment LLC located?

Pursuit Wealth Managment LLC is based in Palm Beach Gardens, FL.

Does Pursuit Wealth Managment LLC disclose fund performance?

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

Contact & registration

Address4500 Pga Boulevard, Suit 304a, Palm Beach Gardens, FL 33418
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$181.7M
Non-discretionary$4.7M
Total (RAUM)$186.3M