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Kelsey Dougherty Plummer

PartnerPursuit Wealth Management, LLCCRD 5791169

About Kelsey Dougherty Plummer

Kelsey Dougherty Plummer is listed as Partner at Pursuit Wealth Management, LLC in Raleigh, NC. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Pursuit Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelsey Dougherty Plummer work?

Kelsey Dougherty Plummer is listed as Partner at Pursuit Wealth Management, LLC on SEC Form ADV.

How much of Pursuit Wealth Management, LLC does Kelsey Dougherty Plummer own?

Form ADV reports a beneficial ownership band of 5-10%.

Pursuit Wealth Management, LLC

TitlePartner
Ownership5-10%
Control personNo
Since2025
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