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 a limited liability company and SEC-registered since 2018. The firm is individually owned and serves both individual/family clients and institutional/business accounts. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it typically charges fees as a percentage of assets under management. The firm reports it is not a capital allocator, not an active ESG investor, and does not operate as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
3 of 3
Robert Pierson
Founder & Managing DirectorCRD 1257409
William Ginsburg
Associate Financial AdvisorCRD 7779872
Brian Carter
Investment Advisor RepresentativeCRD 6337382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$127M in ETFs
72%
$90.8M
1%
$36.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (RSPT) | Invesco | Passive | Technology | $20.4M | 315,619 | 16.03% |
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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