# Pursuit Wealth Strategies, LLC: new SEC registration, $457M AUM, Raleigh, NC

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Pursuit Wealth Strategies, LLC |
| Legal name | Pursuit Wealth Management, LLC |
| CRD | 337709 |
| Status | Approved |
| Registered with the SEC | 2025-09-30 |
| Latest Form ADV filing | 2026-02-13 |
| Location | Raleigh, NC, United States |
| Regulatory AUM | $457,453,266 |
| Accounts | 2121 |
| Employees | 7 |
| Website | https://www.pursuitwealthstrategies.com/ |

## Why this score
- $457M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/337709). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.