# Pursuit Wealth Management

Pursuit Wealth Management is a Bank / Wealth / Trust based in Coralville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Coralville, United States
- **Region:** North America
- **Address:** Palm Beach Gardens, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** pursuitwealth.com
- **LinkedIn:** https://www.linkedin.com/company/pursuitwealth

## Regulatory record

- **CRD number:** 115416
- **SEC file number:** 801-61949
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115416

## About

Pursuit Wealth Management launched in 2019 as a Palm Beach Gardens office of Cary Street Partners, a financial services firm headquartered in Richmond, Virginia. The practice's five advisors — Vincent F. Cuomo, Taryn A. Mays, Melanie M. McDonald, Christian D. Searcy Jr, and Elizabeth Thomas — serve individuals, high-net-worth families, and business entities across South Florida. The team delivers asset management, portfolio advisory services, and wealth planning. Service lines emphasize retirement planning and estate strategies, with a focus on personalized portfolio construction rather than proprietary funds or pooled vehicles. The firm's offerings also include business retirement plans, placing it directly in the conversation for local entrepreneurs and corporate clients managing 401(k) and profit-sharing structures. Geographic coverage concentrates on Palm Beach County. As a Cary Street Partners branch, Pursuit accesses centralized investment research and compliance infrastructure while maintaining local discretion over client relationships. Advisors hold designations including CFP, CPWA, CEPA, and CRPC, signaling a planning-centric approach. No public AUM figures or total deployment numbers are available. Structurally, Pursuit differs from standalone RIAs by operating under a larger broker-dealer and RIA platform. This architecture subjects it to Cary Street Partners' oversight and product shelf, while the five-advisor team functions with the client-facing intimacy of a boutique. Succession and governance sit with the parent firm rather than an independent partnership — a model that offers continuity but limits entrepreneurial autonomy.

## People

- Vincent F. Cuomo — Financial Advisor
- Taryn A. Mays — Financial Advisor
- Melanie M. McDonald — Financial Advisor
- Christian D. Searcy Jr — Financial Advisor
- Elizabeth Thomas — Financial Advisor

## Questions

### Is Pursuit Wealth Management an independent firm?

No. Pursuit operates as a branch office of Cary Street Partners, a Richmond, Virginia-based financial services firm. The practice uses Cary Street's infrastructure, compliance, and platform while serving clients locally from Palm Beach Gardens. This structure grants the team institutional support but places ultimate governance and product decisions with the parent entity.

### Who are the primary advisors at the Palm Beach Gardens office?

The office lists five named advisors: Vincent F. Cuomo, Taryn A. Mays, Melanie M. McDonald, Christian D. Searcy Jr, and Elizabeth Thomas. Designations across the team include CFP, CPWA, AIF, CEPA, and CRPC. Each operates as a financial advisor under the Cary Street Partners umbrella.

## Related profiles

- [Purpose Ventures](https://altss.com/profile/purpose-ventures)
- [Purus Wealth Management](https://altss.com/profile/purus-wealth-management)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pursuit-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology