PIERCE WEALTH PARTNERS, INC.

Overview

Pierce Wealth Partners, Inc. is a small, client-focused advisory firm that concentrates on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm primarily charges a percentage-of-assets fee (with some other fee arrangements) and manages a concentrated set of relationships rather than a mass-market book. Its advisory activities include comprehensive financial planning and investment management for both individual/small-business clients and institutional/business clients. Investment behavior favors pooled public funds: mutual funds are the dominant vehicle across client portfolios. The firm also supplements traditional holdings with select alternative exposures — notably private placements and digital currency — indicating a willingness to use illiquid or nontraditional strategies for diversification or targeted return objectives. Pierce Wealth Partners maintains industry relationships with a broker-dealer and insurance companies to support transaction execution and risk-transfer solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices