Pursuit Wealth Strategies, LLC
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 337709
- Registered since
- September 30, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.76%
- Individuals19.29%
- Pension & Profit Sharing Plans0.77%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pursuit Wealth Strategies, LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. Its services span financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and institutional/business clients. The firm charges a mix of fees — percentage of assets under management, hourly fees, and fixed fees — and is not positioned as a capital allocator. Pursuit is not identified as an active ESG investor and currently appears to operate on a single-state basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds39%
- Exchange Traded Equities33%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
- State & Local Bonds6%
Contacts
3 of 4
Matthew Snuggs
Wealth AdvisorCRD 7605091
Pamela Rigsby
FounderCRD 2435463
Adam Boor
Partner, CCOCRD 6916424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$49.1M in ETFs
94%
$46.3M
6%
$2.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $13.2M | 19,232 | 26.88% |
Location
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 8311 Bandford Way
- Time zone
- ET (UTC-5)
- Office locations
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