Adam Boor
Pursuit Wealth Strategies · Raleigh, North Carolina
Adam Boor is a fee-only financial advisor at Pursuit Wealth Strategies in Raleigh, North Carolina, who holds the CFP credential. Adam focuses on retirement planning, estate & legacy planning and tax planning. Pursuit Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
Facts
| Firm | Pursuit Wealth Strategies |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $457.5M across 2,121 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6916424 |
| Exams passed | Series 63 (2018) · Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pursuitwealthstrategies.com |
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Questions about Adam
Is Adam Boor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Pursuit Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Pursuit Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Boor based?
Adam Boor is based in Raleigh, North Carolina.
What does Adam specialize in?
Adam's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Adam works with executives, founders and retirees.
What credentials does Adam Boor hold?
Adam Boor holds the CFP credential.
Is Adam Boor registered with the SEC?
Yes. Adam Boor is registered as an investment adviser representative in NC and TX (CRD 6916424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pursuit Wealth Strategies manage?
Pursuit Wealth Strategies reports $457.5M across 2,121 accounts in assets under management.
How do I contact Adam Boor?
Through Adam's website, www.pursuitwealthstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pursuit Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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