PURSUIT WEALTH MANAGMENT LLC
CRD #308969 SEC #801-118856 PALM BEACH GARDENS, FL 561-437-4770
SEC Registered
Total AUM
$186.3M
Discretionary
$181.7M
Employees
4
Clients
10
Accounts
273
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $186.3M | $181.7M | $4.7M | 4 | 1 |
| Mar 2024 | $173.8M | $169.7M | $4.1M | 4 | 1 |
| Oct 2023 | $145.9M | $142.4M | $3.5M | 4 | 1 |
| Mar 2023 | $145.9M | $142.4M | $3.5M | 4 | 1 |
| Mar 2022 | $167.3M | $165.4M | $1.9M | 2 | 0 |
| Jul 2021 | $143M | $139.1M | $3.9M | 4 | 0 |
| Jun 2021 | $143M | $139.1M | $3.9M | 4 | 0 |
| May 2021 | $143M | $139.1M | $3.9M | 4 | 0 |
| Mar 2021 | $143M | $139.1M | $3.9M | 4 | 0 |
| Aug 2020 | $118.9M | $108.8M | $10.1M | 3 | 0 |
DateMar 2025
Total AUM$186.3M
Discretionary$181.7M
Non-Disc.$4.7M
Employees4
Clients1
DateMar 2024
Total AUM$173.8M
Discretionary$169.7M
Non-Disc.$4.1M
Employees4
Clients1
DateOct 2023
Total AUM$145.9M
Discretionary$142.4M
Non-Disc.$3.5M
Employees4
Clients1
DateMar 2023
Total AUM$145.9M
Discretionary$142.4M
Non-Disc.$3.5M
Employees4
Clients1
DateMar 2022
Total AUM$167.3M
Discretionary$165.4M
Non-Disc.$1.9M
Employees2
Clients0
DateJul 2021
Total AUM$143M
Discretionary$139.1M
Non-Disc.$3.9M
Employees4
Clients0
DateJun 2021
Total AUM$143M
Discretionary$139.1M
Non-Disc.$3.9M
Employees4
Clients0
DateMay 2021
Total AUM$143M
Discretionary$139.1M
Non-Disc.$3.9M
Employees4
Clients0
DateMar 2021
Total AUM$143M
Discretionary$139.1M
Non-Disc.$3.9M
Employees4
Clients0
DateAug 2020
Total AUM$118.9M
Discretionary$108.8M
Non-Disc.$10.1M
Employees3
Clients0