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| Pursuit Wealth Managment LLC
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| |
|---|---|
| CRD # | 308969 |
| SEC # | 801-118856 |
| CIK # | |
| AUM | $173.8 MM (2024-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 561-437-4770 |
| Address | 4500 PGA Boulevard Palm Beach Gardens, FL 33418 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 23.5 |
| (b) Individuals (high net worth individuals) | 23 | 75.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 72.6 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 173.8 |
| By Discretionary | ||
| Discretionary | 233 | 169.7 |
| Non-Discretionary | 13 | 4.1 |
| Total | 246 | 173.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.8 | |
| Total | 246 | 173.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Premis Advisors LLC
✚
|
GA | 0.2 |
|
Harbour Wealth Management Group Inc
✚
|
SC | 0.2 |
|
Bull Harbor Capital LLC
✚
|
MD | 0.2 |
|
Stride Investments LLC
✚
|
IL | 0.2 |
|
Approach Retirement Advisors LLC
✚
|
AL | 0.2 |
|
The Holben Group LLC
✚
|
CO | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Keene & Associates Inc
✚
|
TX | 0.2 |
|
Sunstate Wealth Management LLC
✚
|
FL | 0.2 |