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| Happy Holidays!! thanks for using AUM13F!! |
| Pursuit Wealth Managment LLC
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|---|---|
| CRD # | 308969 |
| SEC # | 801-118856 |
| CIK # | |
| AUM | $186.3 M (2025-03-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 561-437-4770 |
| Address | 4500 PGA Boulevard Palm Beach Gardens, FL 33418 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 19.9 |
| (b) Individuals (high net worth individuals) | 30 | 87.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 76.8 |
| (n) Other | 0 | 0.0 |
| Total | 273 | 186.3 |
| By Discretionary | ||
| Discretionary | 258 | 181.7 |
| Non-Discretionary | 15 | 4.7 |
| Total | 273 | 186.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 186.3 | |
| Total | 273 | 186.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Connected Wealth Solutions LLC
✚
|
OR | 0.2 |
|
Brightpath Wealth Planning LLC
✚
|
CA | 0.2 |
|
XO Capital LLC
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|
0.2 | |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 0.2 |
|
January Capital Advisors LLC
✚
|
CA | 0.2 |
|
Bersot Capital Management LLC
✚
|
CA | 0.2 |
|
Bankplus Wealth Management LLC
✚
|
MS | 0.2 |
|
DMC Group LLC
✚
|
AL | 0.2 |
|
Centricity Wealth Management LLC
✚
|
OH | 0.2 |
|
Brentview Investment Management LLC
✚
|
IL | 0.2 |