Pursuit Wealth Managment LLC

Pursuit Wealth Management, LLC is a registered investment adviser founded in 2020 by Christian D. Searcy, Jr. and Melanie Martinez McDonald. The firm offers personalized investment management and financial advisory services to individual and institutional investors. Pursuit Wealth Management operates under a fiduciary standard of care and provides portfolio management services through a wrap fee program. The maximum annual advisory fee is 1.75% based on assets under management, payable quarterly in advance. Clients may incur additional fees from custodians, brokers, and third parties. The firm offers a variety of advisory services, including investment and wealth management, financial planning, and fiduciary services for plan sponsors. Pursuit Wealth Management manages client portfolios on a discretionary basis and may utilize third-party money managers. The firm's investment strategies involve a combination of active and passive strategies tailored to individual client needs and risk profiles. Pursuit Wealth Management does not charge performance-based fees or engage in side-by-side management. Clients have the flexibility to impose reasonable restrictions on account management. The firm also provides financial planning and consulting services, including business planning, risk management, and retirement plan consulting. Pursuit Wealth Management discloses potential conflicts of interest related to affiliated entities and employee personal trading activities. The firm conducts periodic reviews of client accounts and provides regular performance reports. Pursuit Wealth Management does not pay referral fees and maintains a sound financial condition without any impairments to client commitments.