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PURSUIT WEALTH STRATEGIES, LLC

RALEIGH, NC · CRD 337709 · IAPD ↗ · pursuitwealthstrategies.com · 919-847-7600

$457.5MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
March 2026 — PURSUIT WEALTH STRATEGIES, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
February 2026 — PURSUIT WEALTH STRATEGIES, LLC notice-filed in CA, FL, LA, MD, NH, NJ, SC, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
February 2026 — PURSUIT WEALTH STRATEGIES, LLC reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — PURSUIT WEALTH STRATEGIES, LLC (RALEIGH, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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