RIA · CRD 337709SEC-Registered

Updated:

Pursuit Wealth Strategies

Pursuit Wealth Strategies LLC is an SEC-registered investment advisor with no publicly available leadership, AUM, or strategy details.

Pursuit Wealth Strategies

Pursuit Wealth Strategies, LLC is an SEC-registered investment adviser in Raleigh, NC, registered since 2025. The firm manages $457 million in assets, with $311 million on a discretionary basis. It has 7 employees and 4 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs Pursuit Wealth Strategies?

No named principals or executives are publicly associated with Pursuit Wealth Strategies. The firm's leadership is not disclosed in SEC filings or other public sources (per public record).

What is the AUM of Pursuit Wealth Strategies?

Pursuit Wealth Strategies does not publicly disclose its AUM. No estimate can be derived from available sources (per public record).

What services does Pursuit Wealth Strategies offer?

As an SEC-registered investment advisor, Pursuit Wealth Strategies likely provides investment advisory services, but its specific service offerings, asset class focus, and client base are not detailed in public records (per SEC registration).

Where is Pursuit Wealth Strategies headquartered?

The firm's headquarters location is not publicly listed in available sources. No city, state, or country can be confirmed (per public record).

Is Pursuit Wealth Strategies a single family office?

The firm's classification is unclear. It is registered as an RIA with the SEC, but no information suggests it operates as a family office (per SEC registration).

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