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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| Searcy, Christian, Dietrich | I | MANAGING PARTNER | E | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
| McDonald, Melanie, Martinez | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (4)
FL MI NH TX
Address
4500 PGA BOULEVARDSUIT 304A
PALM BEACH GARDENS, FL 33418
United States
Phone: 561-437-4770