Pursuit Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning to individuals, high net worth individuals, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm is a four-advisor team overseeing roughly $457 million in regulatory assets and typically begins client relationships with goal-setting discussions and a written Investment Policy Statement.
Pursuit builds customized portfolios using a mix of money managers, mutual funds, ETFs, fixed income, private managers and other vehicles tailored to each client’s objectives and risk tolerance. The firm conducts regular monitoring, including quarterly reviews of mutual funds, ETFs and private managers, and uses formal watchlist criteria (watchlisted after four consecutive quarters of underperformance with removal considered after six quarters).
Notable aspects that differ from many peers include participation in Raymond James’ wrap fee program, where accounts custodied at Raymond James are entered into an all‑inclusive wrap arrangement that covers transaction costs. The brochure also discloses that certain supervised persons, in their individual capacities, are licensed insurance agents who may recommend insurance products on a commission basis, and the firm typically sets a $500,000 account minimum (subject to waiver) while not maintaining custody of client assets.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% $500,001 - $1,500,000: 1.15% $1,500,001 - $2,500,000: 1.0% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,000++: 0.75%
Account minimum: $500,000 Fee-only: Fee-only advisory services; no commissions or other compensation from sales
Main office
8311 Bandford Way, Suite 105
Raleigh NC 27615
Advisors at this office
4
Most active in
California · Florida · Louisiana · Maryland · New Hampshire · New Jersey · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Pursuit Wealth Management, LLC · Pursuit Wealth Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kelsey P
Series 66
Raleigh, NC
Pursuit Wealth Strategies, LLC
Kelsey Plummer is a financial advisor with Pursuit Wealth Strategies, LLC in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Raymond James Financial Services Advisors Inc. for 14 years. Plummer serves on the boards of Sparrow Data Solutions, a nonprofit focused on data solutions, and Trinity Academy of Raleigh, a local private school. Pursuit Wealth Strategies provides investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, profit-sharing plans, charitable institutions, and foundations. The firm emphasizes customized portfolios with a mix of investment vehicles and conducts regular portfolio monitoring and reviews.
Matthew S
CFP®, Series 66
Raleigh, NC
Pursuit Wealth Strategies, LLC
Matthew Snuggs is a CFP® professional affiliated with Pursuit Wealth Strategies, LLC in Raleigh, NC, with three years of industry experience. His prior roles include positions at Raymond James Financial and Equitable Advisors LLC. He serves as a committee member of the German Club Alumni Foundation, which supports the alumni activities of the G.E.R.M.A.N. Club of Virginia Tech. Pursuit Wealth Strategies offers investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and charitable institutions. The firm delivers customized portfolios using a variety of investment vehicles and maintains regular monitoring with formal watchlist criteria.
Pamela R
CFP®, Series 63, Series 65
Raleigh, NC
Pursuit Wealth Strategies, LLC
Pamela Rigsby is a CFP® with 32 years of experience in the financial services industry. She has worked at Pursuit Wealth Strategies, LLC since 2010 and previously held positions at Raymond James Financial Services and Wells Fargo Clearing. Pursuit Wealth Strategies is a four-advisor firm that provides investment advisory, portfolio management, and financial planning services to individuals, high net worth clients, small businesses, and nonprofit organizations. The firm creates customized portfolios using a variety of investment vehicles and conducts regular performance monitoring to align with clients’ objectives and risk tolerance.
Adam B
CFP®, Series 63, Series 65
Raleigh, NC
Pursuit Wealth Strategies, LLC
Adam Boor is a CFP® professional with eight years of experience in the financial services industry. He is currently with Pursuit Wealth Strategies, LLC and has held prior positions at Raymond James Financial Services and RBC Capital Markets. His background also includes earlier roles in banking and finance. Pursuit Wealth Strategies serves individuals, high net worth clients, small businesses, and nonprofit organizations by providing investment advisory, portfolio management, and financial planning services. The firm emphasizes customized portfolios and formal investment policy statements, with regular portfolio monitoring and a structured approach to managing underperforming assets.
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