P
$32.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
1 Employees
168 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail
- Platforms
- Zenith ridge
- Established Date
- 10-01-1999
- Office Locations
- 2
Office Locations
2461 10th St. Suite 4 Coralville IA
-- Burbank CA
About Pursuit Wealth Management
Pursuit Wealth Management is a Coralville-based RIA with 2 offices. The firm has been operating for 26 years. Managing $32.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$32.0M AVG AUM / ADVISOR
$190.5K AVG AUM / CLIENT
20.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Pathway delta
Client Personas
Signal Capital atlas
Custodian
North vital Meridian
Investment Themes
Timber Crest Matrix summit
Investment Vehicles
Momentum
Services
Atlas Crest Atlas Ridge prime Horizon momentum Ridge zenith
Technology
Element
Owner & Executives
J
JOHN MICHAEL CEURVORST
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2086598
- Ownership
- 75% or more
(753) 928-3698
catalyst.pathway@beaconcapital.com
in linkedin.com/in/foundation-delta
T
TAMARA SUE CEURVORST
Director of Operations
- CRD
- --
- Ownership
- 10% but less than 25%
(966) 291-2691
pathway.crest@deltacapital.com
in linkedin.com/in/foundation-insight
Showing 2 of 2 owners & executives
Unlock allContacts
B
BARBARA LINN HEIN
Financial Services Manager
- CRD
- #4079052
(838) 866-9940
atlas.vertex@unisoncapital.com
in linkedin.com/in/zenith-frontier
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,001,798 | $167,549 |
| Non-Discretionary | $0 | -- |
| Total | $32,001,798 | $167,549 |
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Separately Managed Accounts
Total SMA Asset: $32,001,798
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,750,336,712 | 100.0% |
| Total | $1,750,336,712 | 100.0% |