DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Pursuit Wealth Managment LLC

Former SEC-registered adviserPalm Beach Gardens, FloridaCRD 308969SEC 801-118856websiteIAPD
Latest filing Mar 6, 2025
First filing on the tape May 5, 2020 · 15 filings
SEC status approved since Jun 5, 2020
RAUM
$186M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
58%
$107M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$186M as of Mar 6, 2025
Mar 30, 2021$143M then
HNW client RAUM$87.3M as of Mar 6, 2025
Mar 30, 2021$54.8M then
State-registered IARs (5.B.3)3 as of Mar 6, 2025
Mar 30, 20212 then
Employees (5.A)4 as of Mar 6, 2025
Mar 30, 20214 then
Private funds: no history
RAUM +7.2% over the last fiscal year+3.7% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 6, 2025; every figure names its basis
RAUM per advisor
$62.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
35derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.9MderivedHNW RAUM over HNW clients
Average account
$682,506derivedRAUM over accounts (5.F.2.f)
Discretionary
98%derivedof RAUM
Institutional
1.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+7.2%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+12%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
Wrap fee program
$185MreportedItem 5.I
Custody
$5.7M, 9 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$87.3M47%
  • Corporations and businesses$76.8M41%
  • Individuals$19.9M11%
  • Pension and profit-sharing plans$2.3M1.2%
Individual clients
74reported
HNW clients
30reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
273reported
Financial planning clients
1-10reported
Wrap fee programs
$23.8M sponsored, $0 managedreported
Custody of client assets
$5.7M for 9 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
4 left, 0 joined in 12 months
net -4 in 12 months0 left in 90 days0 joined in 90 days4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Martinez Melanie Mcdonald · Chief Compliance Officercontrol
    since 06/2019 · owns 10% to 25%
  • Dietrich Christian Searcy · Managing Partnercontrol
    since 06/2019 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Palm Beach Gardens, Fl · principal004
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 246 to 273
    Mar 26, 2024 to Mar 6, 2025
  • HNW clients · 23 to 30
    Mar 26, 2024 to Mar 6, 2025
  • Individual clients · 70 to 74
    Mar 26, 2024 to Mar 6, 2025
  • Assets in custody · $8.5M to $5.7M
    Mar 26, 2024 to Mar 6, 2025
  • Financial planning clients · 1-10 to 1-10
    Mar 26, 2024 to Mar 6, 2025
  • Discretionary RAUM · $170M to $182M
    Mar 26, 2024 to Mar 6, 2025
  • HNW RAUM · $75.6M to $87.3M
    Mar 26, 2024 to Mar 6, 2025
  • Individual RAUM · $23.5M to $19.9M
    Mar 26, 2024 to Mar 6, 2025
  • Non-discretionary RAUM · $4.1M to $4.7M
    Mar 26, 2024 to Mar 6, 2025
  • Pension RAUM · $2.1M to $2.3M
    Mar 26, 2024 to Mar 6, 2025
  • RAUM · $174M to $186M
    Mar 26, 2024 to Mar 6, 2025
  • Wrap assets (sponsor) · $24.1M to $23.8M
    Mar 26, 2024 to Mar 6, 2025
  • Accounts · 225 to 246
    Oct 10, 2023 to Mar 26, 2024
  • Corporate clients · 25 to 26
    Oct 10, 2023 to Mar 26, 2024
  • HNW clients · 19 to 23
    Oct 10, 2023 to Mar 26, 2024
  • Individual clients · 67 to 70
    Oct 10, 2023 to Mar 26, 2024
  • Assets in custody · $9.7M to $8.5M
    Oct 10, 2023 to Mar 26, 2024
  • Discretionary RAUM · $142M to $170M
    Oct 10, 2023 to Mar 26, 2024
  • HNW RAUM · $57.0M to $75.6M
    Oct 10, 2023 to Mar 26, 2024
  • Individual RAUM · $22.7M to $23.5M
    Oct 10, 2023 to Mar 26, 2024
  • Non-discretionary RAUM · $3.5M to $4.1M
    Oct 10, 2023 to Mar 26, 2024
  • Pension RAUM · $1.5M to $2.1M
    Oct 10, 2023 to Mar 26, 2024
  • RAUM · $146M to $174M
    Oct 10, 2023 to Mar 26, 2024
  • Wrap assets (sponsor) · $6.6M to $24.1M
    Oct 10, 2023 to Mar 26, 2024
  • Accounts · 181 to 225
    Mar 29, 2022 to Mar 27, 2023
  • Advisory employees · 2 to 3
    Mar 29, 2022 to Mar 27, 2023
  • Corporate clients · 22 to 25
    Mar 29, 2022 to Mar 27, 2023
  • Individual clients · 57 to 67
    Mar 29, 2022 to Mar 27, 2023
  • Pension plan clients · 2.0 to unset
    Mar 29, 2022 to Mar 27, 2023
  • Assets in custody · $12.4M to $9.7M
    Mar 29, 2022 to Mar 27, 2023
  • Employees · 2 to 4
    Mar 29, 2022 to Mar 27, 2023
  • State-registered IARs · 2 to 3
    Mar 29, 2022 to Mar 27, 2023
  • Discretionary RAUM · $165M to $142M
    Mar 29, 2022 to Mar 27, 2023
  • HNW RAUM · $69.7M to $57.0M
    Mar 29, 2022 to Mar 27, 2023
  • Individual RAUM · $21.6M to $22.7M
    Mar 29, 2022 to Mar 27, 2023
  • Non-discretionary RAUM · $1.9M to $3.5M
    Mar 29, 2022 to Mar 27, 2023
  • Pension RAUM · $1.7M to $1.5M
    Mar 29, 2022 to Mar 27, 2023
  • RAUM · $167M to $146M
    Mar 29, 2022 to Mar 27, 2023
  • Wrap assets (sponsor) · $3.6M to $6.6M
    Mar 29, 2022 to Mar 27, 2023
  • Accounts · 145 to 181
    Jul 7, 2021 to Mar 29, 2022
Signals
9 dated events
  • Pursuit Wealth Managment Llc no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $186.3M)
    Apr 1, 2026 · Left the SEC roster · derived
  • Vincent Cuomo left Pursuit Wealth Managment Llc for Cary Street Partners (registered 2026-03-30)
    Mar 31, 2026 · Advisor changed firm · fact
  • Elizabeth Thomas left Pursuit Wealth Managment Llc for Cary Street Partners (registered 2026-03-26)
    Mar 31, 2026 · Advisor changed firm · fact
  • Melanie Martinez Mcdonald left Pursuit Wealth Managment Llc for Cary Street Partners (registered 2026-03-24)
    Mar 31, 2026 · Advisor changed firm · fact
  • Christian Dietrich Searcy left Pursuit Wealth Managment Llc for Cary Street Partners (registered 2026-03-24)
    Mar 31, 2026 · Advisor changed firm · fact
  • Pursuit Wealth Managment LLC's advisors moved to Cary Street Partners (Palm Beach Gardens, FL): 4 of 4 registered, on the same day
    Mar 31, 2026 · Firm absorbed (people side) · derived
  • Katrina B Timmons left Pursuit Wealth Managment Llc for Raymond James & Associates, Inc. (registered 2023-08-18)
    May 11, 2022 · Advisor changed firm · fact
  • Pursuit Wealth Managment Lllp reported succeeding to the business of Another Adviser (Form ADV Item 4)
    Jul 7, 2021 · Succession (Item 4) · fact
  • Pursuit Wealth Management filed its initial SEC registration (Form ADV)
    May 5, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026