PIERSON WEALTH MANAGEMENT
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
FINTRXOverview
Pierson Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is owned by an individual and serves both individual & family clients as well as institutional clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. Pierson also operates as an insurance broker, charges fees as a percentage of assets under management, and does not position itself as an active ESG investor or as a multi-state adviser.
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 Equities90%
- Cash & Cash Equivalents7%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
2 of 2ROBERT PIERSON
Founder & Managing DirectorCRD 1257409
William Ginsburg
Associate Financial AdvisorCRD 7779872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$110M in ETFs
46%
$50.6M
16%
$59.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL) | Invesco | Passive | Large Value | $21.2M | 184,357 | 19.36% |
Location
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
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