Cookson Peirce Wealth Management

RIASEC RegisteredEst. 1984

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$1M

Accounts

2,505

Employees

29

Advisory reps

23

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

FINTRX

Overview

Cookson Peirce Wealth Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1984. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Its core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and investment companies. The firm’s public filings indicate a bias toward equity investments rather than an emphasis on ESG or pension consulting, and it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Public Funds/Mutual Funds4%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Cory Krebs
President and Chief Executive OfficerCRD 2846010
Robin Miller
Chief Compliance Officer And Chief Financial OfficerCRD 1899745
Bruce Miller
Chief Investment OfficerCRD 1636737

Contacts

3 of 20

Daniel Meyers
Director of Private Client GroupCRD 4928672
Siegfried Saftner
Client Service SpecialistCRD 7910805
Christian Papazian
Client AdvisorCRD 6522116

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 51

Active vs passive

$143M in ETFs

Passive

83%

$118M

Active

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%

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Primary office

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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