Cookson Peirce Wealth Management
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 110729
- Registered since
- May 23, 1984
- Website
- cooksonpeirce.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.25%
- HNWI27.14%
- Investment Companies4.54%
- Corporations / Businesses4.23%
- Charitable Organizations4.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Cookson Peirce Wealth Management is an independent, SEC-registered advisory firm that has been operating since 1984. The firm is privately owned and charges clients a fee based on a percentage of assets under management. Its client base spans high-net-worth individuals and families as well as institutional entities. Core advisory services are financial planning and portfolio management for individuals, small businesses, and investment companies. The firm’s reported investment preference is equity-focused: exchange-traded equities represent the dominant sleeve of client portfolios, and the firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Bruce Miller
Chief Investment OfficerCRD 1636737
Cory Krebs
President and Chief Executive OfficerCRD 2846010
Robin Miller
Chief Compliance Officer And Chief Financial OfficerCRD 1899745
Contacts
3 of 21
Scott Oros
Wealth AdvisorCRD 5825713
Joshua Beas
Lead AdvisorCRD 4362624
Luke Oneill
Director of Investments, Portfolio ManagerCRD 4132965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$143M in ETFs
83%
$118M
2%
$24.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) | Invesco | Passive | Target Maturity | $11.2M | 570,678 | 7.84% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 530 William Penn Pl
- Time zone
- ET (UTC-5)
- Office locations
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