Pursuit Wealth Management, LLC
● SEC registered since 2025CRD 337709SEC# 801-134423Raleigh, NC
Reg. AUM
$457.5M
Employees
7
Accounts
2,121
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 reports $457.5 million in regulatory assets under management and employs 7 people.
Pursuit Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Wesley Boor | Chief Compliance Officer | Under 5% | 2025 |
| Kelsey Dougherty Plummer | Partner | 5-10% | 2025 |
| Pamela Sue Rigsby Control | Founder | Over 75% | 2025 |
Frequently asked questions
How much does Pursuit Wealth Management, LLC manage?
Pursuit Wealth Management, LLC reports $457.5 million in regulatory assets under management on its Form ADV.
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
| Address | 8311 Bandford Way, Suite 105, Raleigh, NC 27615 |
| Phone | 919-847-7600 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$457.5MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$457.5Mregulatory AUM
Discretionary $311.1MNon-discretionary $146.4M