Data / Investment advisers / North Carolina / Pursuit Wealth Strategies, LLC
Pursuit Wealth Strategies, LLC, Raleigh, NC: $457 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pursuit Wealth Strategies, LLC is an SEC registered investment adviser with its main office in Raleigh, North Carolina and reports $457 million in regulatory assets under management in its Form ADV filed February 13, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Pursuit Wealth Strategies, LLC (CRD number 337709): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 337709
- SEC file number
- 801-134423
- SEC status
- Approved, effective September 30, 2025
- Legal name
- Pursuit Wealth Management, LLC
- Main office
- 8311 Bandford Way Suite 105, Raleigh, NC 27615
- Phone
- (919) 847-7600
- Website
- pursuitwealthstrategies.com
- Regulatory AUM
- $457,453,266 in the Form ADV filed February 13, 2026
- Discretionary AUM
- $311,056,419
- Non discretionary AUM
- $146,396,847
- Accounts
- 2,121
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 186 | $364.9 million |
| Individuals (other than high net worth individuals) | 297 | $88.2 million |
| Pension and profit sharing plans | Fewer than 5 | $3.5 million |
| Charitable organizations | Fewer than 5 | $849,505 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $457.5 million | January 28, 2026 |
| December 1, 2025 | Not listed | August 26, 2025 |
Other advisers in Raleigh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Olde Raleigh Financial Group | Raleigh | $565.7 million | Not listed | adviserinfo.sec.gov |
| Physicians Financial Services, Inc. | Raleigh | $482.3 million | Not listed | adviserinfo.sec.gov |
| Townsend Asset Management Corp. | Raleigh | $479.6 million | Not listed | adviserinfo.sec.gov |
| Sharpvue Capital, LLC | Raleigh | $465.2 million | 12 | adviserinfo.sec.gov |
| First Citizens Asset Management, Inc | Raleigh | $465.1 million | Not listed | adviserinfo.sec.gov |
| Advisorstrust Partners LLC | Raleigh | $435.3 million | Not listed | adviserinfo.sec.gov |
| Armor Investment Advisors, LLC | Raleigh | $356 million | Not listed | adviserinfo.sec.gov |
| HCG Fund Management LP | Raleigh | $347.3 million | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Raleigh, NC
- Investment advisers in North Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Pursuit Wealth Strategies, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.