PURSUIT WEALTH MANAGMENT LLC

4500 Pga Boulevard
Suit 304a
Palm Beach Gardens, Florida 33418
Tel: 561-437-4770

About PURSUIT WEALTH MANAGMENT LLC

PURSUIT WEALTH MANAGMENT LLC, formally registered with the SEC as PURSUIT WEALTH MANAGMENT LLC. The firm was established in 06/05/2020. They have over 1 offices throughout the country.

PURSUIT WEALTH MANAGMENT LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $173,825,219 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308969
SEC#	801-118856
Assets Managed by Firm	$173,825,219
No. of Clients	246
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	246	$173,825,219
Individuals (other than high net worth individuals)	70	$23,528,999
High net worth individuals	23	$75,551,247
Pension and profit sharing plans	Fewer than 5 clients	$2,095,115
Corporations or other businesses	26	$72,649,858

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