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Building 2PURSUIT WEALTH MANAGMENT LLC

Map pinPALM BEACH GARDENS, FL
Phone561-437-4770
NotebookSEC #801-118856
Total AUM
$186.3M
Employees
4
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 PGA BOULEVARD
SUIT 304A
PALM BEACH GARDENS
FL 33418
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-437-4770

ReceiptFinancials

Total AUM
$186.3M
Accounts
273
Discretionary
$181.7M
Accounts
258
Non-Discretionary
$4.7M
Accounts
15

ContactClients

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Individual Clients
74
AUM
$19.9M
HNW Individual Clients
30
AUM
$87.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.3M
Corporation or Business Clients
26
AUM
$76.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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