Pursuit Wealth Management, Llc
- Regulatory AUM
- $457M
- Discretionary
- $311M
- Clients
- 483
- Avg AUM / client
- $947K
- Accounts
- 2,121
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 297 | $88.2M | 19.3% |
| High net worth individuals | 186 | $365M | 79.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.5M | 0.77% |
| Charitable organizations | Fewer than 5 clients | $850K | 0.19% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Searcy, Denney Et Al. 401(k) Profit Sharing Plan Searcy Denney Scarola Barnhart & Shipley, Pa | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Wesley Boor | Registered representative | CFP | Oct 2025 (1y) | |
| Kelsey Dougherty Plummer | Registered representative | Oct 2025 (1y) | ||
| Matthew Mc Leod Snuggs | Registered representative | CFP | Oct 2025 (1y) | |
| Pamela Sue Rigsby | Registered representative | CFP | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Searcy, Denney Et Al. 401(k) Profit Sharing Plan | Searcy Denney Scarola Barnhart & Shipley, Pa | 149 | $74.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Raymond James $457M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗