Pierson Wealth Management

RIASEC Registered
Total AUM
$192M
Discretionary
$192M
100% of AUM
Avg account
$298K
Accounts
644
Employees
4
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
293206
Registered since
March 22, 2018
Website
www.piersonwealth.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI68.55%
  • Individuals17.64%
  • Corporations / Businesses8.52%
  • Pension & Profit Sharing Plans5.08%
  • Charitable Organizations0.2%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pierson Wealth Management is an independent, individual-owned RIA that bills clients on a percentage-of-AUM basis. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional clients. Pierson Wealth Management is registered with the SEC; its registration dates to 2018. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 7%, US Government Bonds 2%, State & Local Bonds 1%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents7%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$136M in ETFs

Passive

85%

$116M

Active

3%

$20.1M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB INTERMEDIATE-TERM US TREASURY ETF (SCHR)SchwabPassiveIntermediate Government$27.5M1,158,45020.17%
Unlock additional holdings →

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
1380 W Paces Ferry Rd Nw
Time zone
ET (UTC-5)
Office locations

Similar firms

Wright Wealth LLC

RIA

Atlanta, GA

AUM $188MTEAM 7REPS 7

Ash Investment Partners, LLC

RIA

Atlanta, GA

AUM $186MTEAM 10REPS 3

George M. Hiller Companies, LLC

RIA

Atlanta, GA

AUM $183MTEAM 5REPS 5

True Square Financial LLC

RIA

Atlanta, GA

AUM $179MTEAM 1REPS 1

Chancellor Wealth Management, Inc.

RIA

Atlanta, GA

AUM $174MTEAM 3REPS 2

Premis Advisors, LLC

RIA

Atlanta, GA

AUM $214MTEAM 1REPS 1
More RIAs in Atlanta →All Georgia RIAs →