PURSUIT WEALTH MANAGEMENT, LLC
Legal name: PURSUIT WEALTH STRATEGIES, LLC
CRD #337709 SEC #801-134423 RALEIGH, NC 919-847-7600
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
7
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 26, 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 |
|---|---|---|---|---|
| Boor, Adam, Wesley | I | CHIEF COMPLIANCE OFFICER | NA | |
| Rigsby, Pamela, Sue | I | FOUNDER | E | Control |
| PLUMMER, KELSEY, DOUGHERTY | I | PARTNER | A |
Registrations
Federal
IA
Aug 26, 2025 REGISTERED
Notice Filings (1)
NC
Address
8311 BANDFORD WAYSUITE 105
RALEIGH, NC 27615
United States
Phone: 919-847-7600