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
| Title | Partner |
| Ownership | 5-10% |
| Control person | No |
| Since | 2025 |