SourcingSourcing

PURSUIT WEALTH MANAGEMENT, LLC

C48
CRD 337709·SEC 801-134423·RALEIGH, NC
AUM
$457.5M
$100M-$500M
Est. Revenue
$4.6M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PURSUIT WEALTH MANAGEMENT, LLC
CRD
337709
SEC file #
801-134423
EIN
842054234
DBA names
Pursuit Wealth Strategies, Llc

Economics

AUM
$457.5M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other297
Individuals High Net Worth186

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
RALEIGH NC
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
pursuitwealthstrategies.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Rigsby, Pamela, Sue
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Rigsby, Pamela, Sue
PLUMMER, KELSEY, DOUGHERTY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PURSUITWEALTHSTRATEGIES.COM
Rdap Domain Creation Date
2016-04-20T20:09:26Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
66,901
Form 5500 Compensation Trajectory 3y
202566,901
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
66,901
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002106233
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-01-26
Edgar Last Filing Date
2026-01-26
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-01-26
Accession0001725547-26-000049

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
4500 PGA BLVDSUITE 304APALM BEACH GARDENS, FL 33418
Business
4500 PGA BLVDSUITE 304APALM BEACH GARDENS, FL 33418
Edgar EIN
842054234
Edgar Recent Filings
13F-HR2026-01-26 · 0001725547-26-000049
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-20T20:09:26Z
Rdap Domain Last Changed
2026-04-21T18:33:20Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2435463
Trust Company Affiliate
No

People (4)

4
Rigsby, Pamela, Sue
IAR · Direct Owner · 87.5%
2435463
PLUMMER, KELSEY, DOUGHERTY
IAR · Direct Owner · 7.5%
5791169
Boor, Adam, Wesley
IAR · Executive Officer · 2.5%
6916424
Matthew McLeod Snuggs
IAR
7605091