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PURSUIT WEALTH MANAGMENT LLC

PALM BEACH GARDENS, FL · CRD 308969 · IAPD ↗ · 561-437-4770

$186.3MRegulatory AUM
3Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — PURSUIT WEALTH MANAGMENT LLC (PALM BEACH GARDENS, FL) left the SEC roster (was $186.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.