Pursuit Wealth Management
Pursuit Wealth Management (CRD# 115416) is a financial advisory firm headquartered in Coralville, IA. They manage $35,551,000 in 175 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Pursuit Wealth Management
By the Numbers
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Total Assets Under Management36MILLION
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Total Number of Accounts175ACCOUNTS
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Average Account Value$203,149
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, IA, TX
Financial Advisors at Pursuit Wealth Management
1
John Ceurvorst (CRD# 2086598) is an Investment Advisor Representative working at Pursuit Wealth Management in Burbank, CA and has over 33 years of experience in the finance industry.
2
Barbara Hein (CRD# 4079052) is an Investment Advisor Representative working at Pursuit Wealth Management in Coralville, IA and has over 24 years of experience in the finance industry.
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