Pursuit Wealth Management, LLC

North Carolina
Registered In
09/29/2009
Incorp. Date

Company Summary

Pursuit Wealth Management, LLC at 8311 Bandford Way # 105, Raleigh, Nc 27615 lists Pamela S. Rigsby and Adam W. Boor of Raleigh, NC as associates.

Overview

Registered In
North Carolina
Incorporation Date
Company Type
Limited Liability Company
Status
Current-Active
Registration Type
Domestic
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People

Rigsby, Pamela S Registered Agent
8311 BANDFORD WAY STE 105, RALEIGH, NC 27615
Pamela S. Rigsby Manager
8311 BANDFORD WAY STE 105, RALEIGH, NC 27615
Adam W. Boor Manager
8311 BANDFORD WAY STE 105, RALEIGH, NC 27615
Kelsey D Plummer Manager
8311 BANDFORD WAY STE 105, RALEIGH, NC 27615

Map & Locations

8311 BANDFORD WAY # 105, RALEIGH, NC 27615 View Map

Financials

Financial Information for Pursuit Wealth Management, LLC

Form 5500

PURSUIT WEALTH MANAGEMENT, LLC

8311 Bandford Way Suite 105, Raleigh, Nc 27615 (919) 847-7600 EIN:27-1058789 Plan Admin:Adam Boor
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NamePURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$986,449 / $1,407,391 2023 PURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 7 / 6 $986,449 / $1,407,391
2022 Plan NamePURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$1,161,243 / $986,449 2022 PURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 8 / 7 $1,161,243 / $986,449
2021 Plan NamePURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 8 Assets BOY/EOY$953,810 / $1,161,243 2021 PURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 5 / 8 $953,810 / $1,161,243
2020 Plan NamePURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$774,323 / $953,810 2020 PURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 8 / 8 $774,323 / $953,810
2019 Plan NamePURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$533,023 / $774,323 2019 PURSUIT WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #001 7 / 8 $533,023 / $774,323
Benefit & Retirement Plans based on Form 5500.

Linked Companies

Address Match:8311 Bandford Way # 105 Raleigh, NC
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Address Match:8311 Bandford Way Raleigh, NC
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Sources

The following government agencies have contributed data:

• North Carolina Secretary of State • U.S. Department of Labor
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