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).

Current Firm Details
4500 Pga Boulevard, Suit 304a, Palm Beach Gardens, FL 33418
https://www.linkedin.com/company/pursuitwealth
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $706,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, NH, TX

Financial Advisors at Pursuit Wealth Managment LLC
Showing 1 - 3 of 3 top financial advisors.
1
Melanie McDonald, financial advisor Palm Beach Gardens FL
Melanie M. McDonald
CRD#: 5442336
4500 Pga Boulevard, Suit 304a, Palm Beach Gardens, FL 33418

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.

2
Christian Searcy, financial advisor Palm Beach Gardens FL
Christian D. Searcy
CRD#: 4578138
4500 Pga Boulevard, Suit 304a, Palm Beach Gardens, FL 33418

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.

3
Vincent Cuomo, financial advisor Palm Beach Gardens FL
Vincent F. Cuomo
CRD#: 3207775
4500 Pga Boulevard, Suit 304a, Palm Beach Gardens, FL 33418

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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