Pursuit Wealth Managment LLC
CRD 308969SEC# 801-118856Palm Beach Gardens, FL
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian Dietrich Searcy Control | Managing Partner | Over 75% | 2019 |
| Melanie Martinez McDonald Control | Chief Compliance Officer | 10-25% | 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
| Address | 4500 Pga Boulevard, Suit 304a, Palm Beach Gardens, FL 33418 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$186.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$186.3Mregulatory AUM
Discretionary $181.7MNon-discretionary $4.7M