Pursuit Wealth Managment LLC
Pursuit Wealth Managment LLC (CRD# 308969) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $173,825,219 in 246 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management174MILLION
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Total Number of Accounts246ACCOUNTS
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Average Account Value$706,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MI, NH, TX
Melanie McDonald (CRD# 5442336) is an Investment Advisor Representative working at Pursuit Wealth Managment LLC in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.
Christian Searcy (CRD# 4578138) is an Investment Advisor Representative working at Pursuit Wealth Managment LLC in Palm Beach Gardens, FL and has over 21 years of experience in the finance industry.
Vincent Cuomo (CRD# 3207775) is an Investment Advisor Representative working at Pursuit Wealth Managment LLC in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.