Active
PURSUIT WEALTH MANAGMENT LLC
Investment Advice|PALM BEACH GARDENS, FL
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Assets Under Management
$186.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 181.7M |
| Non-Discretionary | 4.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 308969 |
| SEC Number | 801-118856 |
| Street Address | 4500 PGA BOULEVARD |
| Street Address 2 | SUIT 304A |
| Location | PALM BEACH GARDENS, FL 33418 |
| Country | United States |
| Phone | 561-437-4770 |
| Fax | 561-437-4775 |
| Total Employees | 4 |
Client Count by Type (130 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 74 |
| High Net Worth Individual… | 30 |
| Corporations/Businesses | 26 |
Community Partners
CITY OF COCOA
CITY OF COCOA BEACH
CITY OF INDIALANTIC
CITY OF INDIAN HARBOUR BEACH
CITY OF MELBOURNE
CITY OF PALM BAY
CITY OF PALM BEACH GARDENS
CITY OF ROCKLEDGE
CITY OF SATELLITE BEACH
CITY OF SUNRISE
CITY OF TITUSVILLE
CITY OF WEST MELBOURNE
COUNTY OF BREVARD
TOWN OF GRANT-VALKARIA
TOWN OF MALABAR
TOWN OF MELBOURNE VILLAGE
TOWN OF PALM SHORES
CITY OF COCOA
CITY OF COCOA BEACH
CITY OF INDIALANTIC
CITY OF INDIAN HARBOUR BEACH
CITY OF MELBOURNE
CITY OF PALM BAY
CITY OF PALM BEACH GARDENS
CITY OF ROCKLEDGE
CITY OF SATELLITE BEACH
CITY OF SUNRISE
CITY OF TITUSVILLE
CITY OF WEST MELBOURNE
COUNTY OF BREVARD
TOWN OF GRANT-VALKARIA
TOWN OF MALABAR
TOWN OF MELBOURNE VILLAGE
TOWN OF PALM SHORES
CITY OF COCOA
CITY OF COCOA BEACH
CITY OF INDIALANTIC
CITY OF INDIAN HARBOUR BEACH
CITY OF MELBOURNE
CITY OF PALM BAY
CITY OF PALM BEACH GARDENS
CITY OF ROCKLEDGE
CITY OF SATELLITE BEACH
CITY OF SUNRISE
CITY OF TITUSVILLE
CITY OF WEST MELBOURNE
COUNTY OF BREVARD
TOWN OF GRANT-VALKARIA
TOWN OF MALABAR
TOWN OF MELBOURNE VILLAGE
TOWN OF PALM SHORES
Municipal Government
17 Active
17
Organizations
BAREFOOT BAY RECREATION DISTRICT
BAYTREE COMMUNITY DEVELOPMENT DISTRICT
BREVARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
BREVARD COUNTY HOUSING AUTHORITY
BREVARD COUNTY HOUSING FINANCE AUTHORITY
BREVARD SOIL AND WATER CONSERVATION DISTRICT
CANAVERAL PORT AUTHORITY
CANAVERAL PORT DISTRICT
CAPE CANAVERAL HOSPITAL DISTRICT
CHAPPARRAL COMMUNITY DEVELOPMENT DISTRICT
COCOA HOUSING AUTHORITY
CYPRESS BAY WEST COMMUNITY DEVELOPMENT DISTRICT
EMERALD LAKES COMMUNITY DEVELOPMENT DISTRICT
EVERLANDS COMMUNITY DEVELOPMENT DISTRICT
EVERLANDS II COMMUNITY DEVELOPMENT DISTRICT
FARMTON - BREVARD COMMUNITY DEVELOPMENT DISTRICT
HERITAGE ISLE AT VIERA COMMUNITY DEVELOPMENT DISTRICT
LAKES AT COCOA GROVE COMMUNITY DEVELOPMENT DISTRICT
MALABAR SPRINGS COMMUNITY DEVELOPMENT DISTRICT
MAYFAIR CDD (BREVARD COUNTY)
BAREFOOT BAY RECREATION DISTRICT
BAYTREE COMMUNITY DEVELOPMENT DISTRICT
BREVARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
BREVARD COUNTY HOUSING AUTHORITY
BREVARD COUNTY HOUSING FINANCE AUTHORITY
BREVARD SOIL AND WATER CONSERVATION DISTRICT
CANAVERAL PORT AUTHORITY
CANAVERAL PORT DISTRICT
CAPE CANAVERAL HOSPITAL DISTRICT
CHAPPARRAL COMMUNITY DEVELOPMENT DISTRICT
COCOA HOUSING AUTHORITY
CYPRESS BAY WEST COMMUNITY DEVELOPMENT DISTRICT
EMERALD LAKES COMMUNITY DEVELOPMENT DISTRICT
EVERLANDS COMMUNITY DEVELOPMENT DISTRICT
EVERLANDS II COMMUNITY DEVELOPMENT DISTRICT
FARMTON - BREVARD COMMUNITY DEVELOPMENT DISTRICT
HERITAGE ISLE AT VIERA COMMUNITY DEVELOPMENT DISTRICT
LAKES AT COCOA GROVE COMMUNITY DEVELOPMENT DISTRICT
MALABAR SPRINGS COMMUNITY DEVELOPMENT DISTRICT
MAYFAIR CDD (BREVARD COUNTY)
BAREFOOT BAY RECREATION DISTRICT
BAYTREE COMMUNITY DEVELOPMENT DISTRICT
BREVARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
BREVARD COUNTY HOUSING AUTHORITY
BREVARD COUNTY HOUSING FINANCE AUTHORITY
BREVARD SOIL AND WATER CONSERVATION DISTRICT
CANAVERAL PORT AUTHORITY
CANAVERAL PORT DISTRICT
CAPE CANAVERAL HOSPITAL DISTRICT
CHAPPARRAL COMMUNITY DEVELOPMENT DISTRICT
COCOA HOUSING AUTHORITY
CYPRESS BAY WEST COMMUNITY DEVELOPMENT DISTRICT
EMERALD LAKES COMMUNITY DEVELOPMENT DISTRICT
EVERLANDS COMMUNITY DEVELOPMENT DISTRICT
EVERLANDS II COMMUNITY DEVELOPMENT DISTRICT
FARMTON - BREVARD COMMUNITY DEVELOPMENT DISTRICT
HERITAGE ISLE AT VIERA COMMUNITY DEVELOPMENT DISTRICT
LAKES AT COCOA GROVE COMMUNITY DEVELOPMENT DISTRICT
MALABAR SPRINGS COMMUNITY DEVELOPMENT DISTRICT
MAYFAIR CDD (BREVARD COUNTY)
Special District
36 Active
36
Organizations
BREVARD COUNTY SCHOOL DISTRICT
EASTERN FLORIDA STATE COLLEGE
BREVARD COUNTY SCHOOL DISTRICT
EASTERN FLORIDA STATE COLLEGE
BREVARD COUNTY SCHOOL DISTRICT
EASTERN FLORIDA STATE COLLEGE
School District
2 Active
2
Organizations
10-13 CLUB OF BREVARD COUNTY INC
1032 LOCAL UNION
106 MELBOURNE
10 All In Inc
20TH REGIMENTAL FOUNDATION INC
21 VETS INCORPORATED
21 VETS INCORPORATED
2 CF INC
2ND CHANCE GENERATION INC
321 MILLENNIALS
321THINK
4 COMMUNITIES FIRE DEPARTMENT
4GIVEN MINISTRIES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFLIATED 4-H ORGANIZATIONS
4TH MSL BN 28TH ARTY LACROSSE MISSILE ASSOCIATION
551ST PARACHUTE INFANTRY ASSOCIATION INC
7TH GENERATION COMMUNITY SERVICES CORPORATION
8 ROUNDS ENTERPRISE INC
99TH SQUADRON INC
10-13 CLUB OF BREVARD COUNTY INC
1032 LOCAL UNION
106 MELBOURNE
10 All In Inc
20TH REGIMENTAL FOUNDATION INC
21 VETS INCORPORATED
21 VETS INCORPORATED
2 CF INC
2ND CHANCE GENERATION INC
321 MILLENNIALS
321THINK
4 COMMUNITIES FIRE DEPARTMENT
4GIVEN MINISTRIES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFLIATED 4-H ORGANIZATIONS
4TH MSL BN 28TH ARTY LACROSSE MISSILE ASSOCIATION
551ST PARACHUTE INFANTRY ASSOCIATION INC
7TH GENERATION COMMUNITY SERVICES CORPORATION
8 ROUNDS ENTERPRISE INC
99TH SQUADRON INC
10-13 CLUB OF BREVARD COUNTY INC
1032 LOCAL UNION
106 MELBOURNE
10 All In Inc
20TH REGIMENTAL FOUNDATION INC
21 VETS INCORPORATED
21 VETS INCORPORATED
2 CF INC
2ND CHANCE GENERATION INC
321 MILLENNIALS
321THINK
4 COMMUNITIES FIRE DEPARTMENT
4GIVEN MINISTRIES INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFLIATED 4-H ORGANIZATIONS
4TH MSL BN 28TH ARTY LACROSSE MISSILE ASSOCIATION
551ST PARACHUTE INFANTRY ASSOCIATION INC
7TH GENERATION COMMUNITY SERVICES CORPORATION
8 ROUNDS ENTERPRISE INC
99TH SQUADRON INC
Nonprofit Organization
3853 Active
3853
Organizations
Community Partners105 organizations
CITY OF COCOA
Municipal Government·COCOA
CITY OF COCOA BEACH
Municipal Government·COCOA BEACH
CITY OF MELBOURNE
Municipal Government·MELBOURNE
CITY OF PALM BEACH GARDENS
Municipal Government·PALM BEACH GARDENS
CITY OF SATELLITE BEACH
Municipal Government·SATELLITE BEACH
CITY OF SUNRISE
Municipal Government·SUNRISE
CITY OF TITUSVILLE
Municipal Government·TITUSVILLE
COUNTY OF BREVARD
Municipal Government·MELBOURNE
BAYTREE COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
BREVARD COUNTY EDUCATIONAL FACILITIES AUTHORITY
Special District·MELBOURNE
BREVARD COUNTY HOUSING FINANCE AUTHORITY
Special District·TITUSVILLE
CANAVERAL PORT AUTHORITY
Special District·CAPE CANAVERAL
CAPE CANAVERAL HOSPITAL DISTRICT
Special District·ROCKLEDGE
CHAPPARRAL COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
CYPRESS BAY WEST COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
HERITAGE ISLE AT VIERA COMMUNITY DEVELOPMENT DISTRICT
Special District·TAMPA
LAKES AT COCOA GROVE COMMUNITY DEVELOPMENT DISTRICT
Special District·BOCA RATON
MAYFAIR CDD (BREVARD COUNTY)
Special District·SUNRISE
MELBOURNE HOUSING AUTHORITY
Special District·INDIAN HARBOUR BEACH
NORTHERN PALM BEACH COUNTY IMPROVEMENT DISTRICT
Special District·PALM BEACH GARDENS
PBR COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
SEACOAST UTILITY AUTHORITY
Special District·PALM BEACH GARDENS
TITUSVILLE CITY HOUSING AUTHORITY
Special District·TITUSVILLE
VIERA EAST COMMUNITY DEVELOPMENT DISTRICT
Special District·ORLANDO
VIERA STEWARDSHIP DISTRICT
Special District·CELEBRATION
WEST VILLAGES IMPROVEMENT DISTRICT
Special District·PALM BEACH GARDENS
WILLOW CREEK COMMUNITY DEVELOPMENT DISTRICT
Special District·SUNRISE
EASTERN FLORIDA STATE COLLEGE
School District·COCOA
10-13 CLUB OF BREVARD COUNTY INC
Nonprofit Organization·Merritt Island
1032 LOCAL UNION
Nonprofit Organization·Ft Lauderdale
106 MELBOURNE
Nonprofit Organization·Melbourne
10 All In Inc
Nonprofit Organization·Palm Beach Gardens
20TH REGIMENTAL FOUNDATION INC
Nonprofit Organization·Palm Beach Gardens
21 VETS INCORPORATED
Nonprofit Organization·Melbourne
21 VETS INCORPORATED
Nonprofit Organization·MELBOURNE
2 CF INC
Nonprofit Organization·Sunrise
2ND CHANCE GENERATION INC
Nonprofit Organization·Sunrise
321 MILLENNIALS
Nonprofit Organization·Melbourne
321THINK
Nonprofit Organization·Cocoa
4 COMMUNITIES FIRE DEPARTMENT
Nonprofit Organization·COCOA
4GIVEN MINISTRIES INC
Nonprofit Organization·Celebration
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cocoa
4-H CLUBS & AFFLIATED 4-H ORGANIZATIONS
Nonprofit Organization·Palm Bay
4TH MSL BN 28TH ARTY LACROSSE MISSILE ASSOCIATION
Nonprofit Organization·Melbourne
551ST PARACHUTE INFANTRY ASSOCIATION INC
Nonprofit Organization·Palm Bay
7TH GENERATION COMMUNITY SERVICES CORPORATION
Nonprofit Organization·Titusville
8 ROUNDS ENTERPRISE INC
Nonprofit Organization·FT LAUDERDALE
99TH SQUADRON INC
Nonprofit Organization·Malabar
9 KOI FOUNDATION INC
Nonprofit Organization·SUNRISE
9 KOI FOUNDATION INC
Nonprofit Organization·Sunrise
AA4HP RADIO SPORT CLUB INCORPORATED
Nonprofit Organization·Titusville
AAMYE
Nonprofit Organization·PALM BEACH GARDENS
AARON & HUR INTERNATIONAL MINISTRIES INC
Nonprofit Organization·Titusville
AARON & SYLVIA ROTHENBERG FAMILY FOUNDATION INC
Nonprofit Organization·PALM BEACH GARDENS
ABANDONED PET RESCUE INC
Nonprofit Organization·FT LAUDERDALE
ABBA HARVEST OUTREACH MINISTRIES INC
Nonprofit Organization·COCOA
A BETTER FOUNDATION
Nonprofit Organization·Cocoa
A BETTER LIFE RESCUE INC
Nonprofit Organization·Palm Beach Gardens
ABIDING TRUTH MINISTRIES CHURCH INC
Nonprofit Organization·Palm Bay
ABIDING WORD MINISTRIES
Nonprofit Organization·MELBOURNE
ABOVE ALL RUBIES LLC
Nonprofit Organization·FT LAUDERDALE
ABOVE AND BEYOND TUTORING SERVICE INC
Nonprofit Organization·Melbourne
ABWA OCEANSIDE CHARTER CHAPTER
Nonprofit Organization·Melbourne
ACADEMIC ANGLERS CHILDRENS FISHING CLINIC INC
Nonprofit Organization·Melbourne
ACADEMIC COMMUNITY ENRICHMENT INC
Nonprofit Organization·TITUSVILLE
ACADEMIC SOLUTIONS ACADEMY INC
Nonprofit Organization·SUNRISE
ACADEMIC SUCCESS ADVOCATES INC
Nonprofit Organization·Indialantic
ACCESS THE SEA INC
Nonprofit Organization·Palm Beach Gardens
ACEL FOUNDATION CORP
Nonprofit Organization·Melbourne
ACE PROJECT INC
Nonprofit Organization·Melbourne
A Cry for Freedom Inc
Nonprofit Organization·Palm Beach Gardens
ACTION FOR CHILDREN INC
Nonprofit Organization·INDIALANTIC
Active Community Health Center of
Nonprofit Organization·Sunrise
ACTS INSTITUTE
Nonprofit Organization·Palm Beach Gardens
ADAM CRONAN MINISTRIES
Nonprofit Organization·Melbourne
ADELPHOS RESCUE MISSION INC
Nonprofit Organization·Melbourne
ADI SHANKARA ADVAITA ASHRAM INC
Nonprofit Organization·Ft Lauderdale
A DOOR OF HOPE PROJECT INC
Nonprofit Organization·Merritt Island