PURSUIT WEALTH MANAGMENT LLC
Adviser information for PURSUIT WEALTH MANAGMENT LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 233 | $169.7M |
| Non-Discretionary | 13 | $4.1M |
| Total | 246 | $173.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 70 | $23.5M |
| HNW Individuals | 23 | $75.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 26 | $72.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 24.1M |
| Portfolio Manager | 0 |
| Both for Same | 148.3M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PURSUIT WEALTH MANAGEMENT WRAP FEE PROGRAM | PURSUIT WEALTH MANAGMENT LLC |
Identifiers
| SEC RIA File Number | 801-118856 |
|---|---|
| SEC ERA File Number | 801-118856 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 308969 |
| Legal Entity Identifier | None |
Principal Office
4500 PGA BOULEVARDSUIT 304A
PALM BEACH GARDENS
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 561-437-4770, Fax: 561-437-4775
Chief Compliance Officer
MELANIE M. MCDONALD
PARTNER
4500 PGA BOULEVARD
SUITE 304A
PALM BEACH GARDENS
FL
United States
Tel:
561-437-4772
Fax:
561-437-4775
M********@****************M
(Full email address available in API data)
Regulatory Contact
CHRISTIAN D. SEARCY, JR.
MANAGING PARTNER
4500 PGA BOULEVARD
SUITE 304A
PALM BEACH GARDENS
FL
United States
Tel:
561-437-4771
Fax:
561-437-4775
C******@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Searcy, Christian, Dietrich | Individual | – | MANAGING PARTNER | 06/2019 | > 75% |
| McDonald, Melanie, Martinez | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2019 | 10-25% |