Pursuit Wealth Strategies, LLC

Who works here

• AB
  Adam Wesley Boor
• KP
  Kelsey Dougherty Plummer
• MS
  Matthew McLeod Snuggs
• PR
  Pamela Sue Rigsby

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Pursuit Wealth Strategies, LLC

Legal name: Pursuit Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

337709