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Pursuit Wealth Managment LLC

Headquartered in PALM BEACH GARDENS, FL

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Firm Information

Pursuit Wealth Management LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. With a focus on financial planning, pension consulting, and portfolio management, the firm serves a diverse clientele including high-net-worth individuals, corporations, and individuals. Pursuit Wealth Management LLC has $173,825,219 in regulatory assets under management and employs three licensed agents and investment advisor representatives. The firm also participates in wrap fee programs.

Pursuit Wealth Managment LLC

4500 PGA BOULEVARD

PALM BEACH GARDENS, FL 33418

$173.83M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PURSUIT WEALTH MANAGMENT LLC has a total of 1 branch locations across the country.
location

PALM BEACH GARDENS, FL

Advisors at Pursuit Wealth Managment LLC

View All 4 Advisors
Unclaimed
Elizabeth Thomas

RA

PALM BEACH GARDENS, FL

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Christian Dietrich Searcy

CFP®, RA

PALM BEACH GARDENS, FL

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Melanie Martinez McDonald

CFP®, RA

PALM BEACH GARDENS, FL

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Vincent Francis Cuomo

RA

PALM BEACH GARDENS, FL

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Disclosures

There are no public disclosures for Pursuit Wealth Managment LLC.

Frequently Asked Questions (9)

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