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| Pursuit Wealth Management LLC
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|---|---|
| CRD # | 337709 |
| SEC # | 801-134423 |
| CIK # | 0002106233 |
| AUM | 457.5 M (2026-02-13) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 919-847-7600 |
| Address | 8311 Bandford Way Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 3.1 | |
| Apple Inc | 2.9 | |
| Alphabet Inc | 2.9 | |
| Nvidia Corp | 1.9 | |
| Universal Insurance Holdings Inc | 1.7 | |
| J P Morgan Chase & Co | 1.7 | |
| SPDR Gold Trust | 1.6 | |
| Amazon Com Inc | 1.4 | |
| iShares Bitcoin Trust | 1.1 | |
| United Technologies Corp /DE/ | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 88.2 |
| (b) Individuals (high net worth individuals) | 186 | 364.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.5 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,121 | 457.5 |
| By Discretionary | ||
| Discretionary | 1,676 | 311.1 |
| Non-Discretionary | 445 | 146.4 |
| Total | 2,121 | 457.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 457.3 | |
| Total | 2,121 | 457.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106233] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategas Asset Management LLC
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Trinity Capital Investors
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|
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|
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