Pursuit Wealth Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$453,090,403
Clients
483
39% high-net worth
Advisors
4
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
121
Very HighAverage account size
$938,075
About
Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning to individuals, high net worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm is a four-advisor team overseeing roughly $457 million in regulatory assets and typically begins client relationships with goal-setting discussions and a written Investment Policy Statement.
Pursuit builds customized portfolios using a mix of money managers, mutual funds, ETFs, fixed income, private managers and other vehicles tailored to each client’s objectives and risk tolerance. The firm conducts regular monitoring, including quarterly reviews of mutual funds, ETFs and private managers, and uses formal watchlist criteria (watchlisted after four consecutive quarters of underperformance with removal considered after six quarters).
Notable aspects that differ from many peers include participation in Raymond James’ wrap fee program, where accounts custodied at Raymond James are entered into an all‑inclusive wrap arrangement that covers transaction costs. The brochure also discloses that certain supervised persons, in their individual capacities, are licensed insurance agents who may recommend insurance products on a commission basis, and the firm typically sets a $500,000 account minimum (subject to waiver) while not maintaining custody of client assets.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Private / alternative investments
Passive / index investing
Real estate investing
Fee options
$0 - $500,000: 1.5% $500,001 - $1,500,000: 1.15% $1,500,001 - $2,500,000: 1.0% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,000++: 0.75%
Account minimum: $500,000 Fee-only: Fee-only advisory services; no commissions or other compensation from sales
Main office location
Pursuit Wealth Strategies, LLC
8311 Bandford Way, Suite 105
Raleigh NC 27615, United States
Number of offices
1
Most active in
Pursuit Wealth Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Louisiana · Maryland · New Hampshire · New Jersey · North Carolina · South Carolina · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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