Pursuit Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated February 13, 2026, reports $457M in regulatory assets under management, 7 employees, and 2,121 accounts.
Assets Under Management
$457M
Employees
7
Offices
--
Total Clients
483
Primary office
RALEIGH, NC
8311 BANDFORD WAY, SUITE 105, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
297
2
HNWI
38.5%
186
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$457Mas of February 13, 2026
Discretionary68.0%
$311M
68% of total RAUM68.0%
Non-discretionary32.0%
$146M
32% of total RAUM32.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$457M
Total Accounts2,121
10Y AUM Change+$457M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee69:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.