CRD: 337709
Pursuit Wealth Strategies, LLC
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 09-30-2025
- Office Locations
- 1
Office Locations
About Pursuit Wealth Strategies, LLC
Pursuit Wealth Strategies is a Raleigh, NC advisory firm serving executives, business owners, women and families with goals-based financial planning and investment management. The team focuses on retirement readiness, succession and life transitions, “sudden money,” and intergenerational wealth transfer, with portfolios built using ETFs, public funds and fixed income. Client portal is through Raymond James, and the firm was named to Forbes’ 2024 Best-in-State Top Wealth Management Teams list.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Pamela Sue Rigsby
FOUNDER
- CRD
- #2435463
- Ownership
- 75% or more
KELSEY DOUGHERTY PLUMMER
PARTNER
- CRD
- #5791169
- Ownership
- 5% but less than 10%
Legacy bridge
Optima oak north
- CRD
- #22489
- Ownership
- 31.1%
Showing 2 of 3 owners & executives
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Matthew McLeod Snuggs
--
- CRD
- #7605091
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,056,419 | $185,595 |
| Non-Discretionary | $146,396,847 | $328,982 |
| Total | $457,453,266 | $215,678 |
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Separately Managed Accounts
Total SMA Asset: $457,453,266
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $482,436,751 | 8.6% |
| Equity - Exchange | $443,168,643 | 7.9% |
| Cash | $796,581,612 | 14.2% |
| Corporate - Investment Grade | $1,262,189,174 | 22.5% |
| Municipal Bonds | $987,312,420 | 17.6% |
| Other | $661,948,100 | 11.8% |
| U.S. Government/Agency | $976,092,960 | 17.4% |
| Total | $5,609,729,660 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM PEAK OPTIMA | ALPHA RIDGE | JT2BMRDVZ | WNHC | 8.88% | $7,159,380 |
| SIGNAL ELEMENT RIDGE | TIMBER TIMBER | 8BXE5UNRH | MHBJP | 8.44% | $80,869,251 |
| MERIDIAN CAPITAL | NORTH BRIDGE | I8A5KTPU9 | UREO | 9.41% | $13,169,747 |
| MOMENTUM MATRIX CREST | ZENITH PRIME | FLCMUN7Y8 | SFKP | 11.16% | $3,774,457 |
| FUSION RIDGE PIONEER | PIONEER MATRIX | 5CSQPA2L3 | RHTNQ | 3.53% | $89,369,870 |
| PEAK OPTIMA | VITAL EAGLE | 4LQQO7GNU | LZJ | 7.25% | $36,777,270 |
| SIGNAL SIGNAL | OAK VITAL | G4UNDPS90 | JNWZV | 6.39% | $37,547,404 |
| FRONTIER PRIME WAVE | OAK PIONEER | UGG1MVMWN | JYOB | 12.55% | $65,433,015 |