PURSUIT WEALTH MANAGEMENT, LLC
DBA: PURSUIT WEALTH STRATEGIES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $457.5M |
| Discretionary | $311.1M68% of AUM |
| Non-Discretionary | $146.4M |
| Client Accounts | 2,121 |
| Avg Account Size | $216K |
| Employees | 7 |
| Peak AUM | $457.5MJan 2026 |
AUM by Client Type
Total AUM
$457M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $457M | — | — | — | — |
| Discretionary AUM | $311M | — | — | ||
Key Metrics
| Total AUM | $457.5M |
| Discretionary | $311.1M |
| Employees | 7 |
| Client Accounts | 2121 |
| Client Range | 251-500 |
Contact & Location
Address
8311 BANDFORD WAY
RALEIGH NC 27615
Phone
919-847-7600
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$311M
68.0% of AUM
Non-Discretionary
$146M
32.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported