Pierson Wealth Management

RIASEC RegisteredEst. 2018

Total AUM

$192M

Discretionary

$192M

100% of AUM

Avg account

$298K

Accounts

644

Employees

3

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, LLC-structured registered investment adviser that serves both individual/family and institutional clients. The firm provides fee-based portfolio management and financial planning, and also operates as an insurance broker. Its advisory services span individual and small-business portfolios as well as portfolios for businesses or institutions. Pierson charges a percentage-of-AUM fee and does not identify as an active ESG investor or a multi-state adviser on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 Equities90%
Cash & Cash Equivalents7%
US Government Bonds2%
State & Local Bonds1%

Contacts

3 of 3

Brian Carter
Investment Advisor RepresentativeCRD 6337382
Robert Pierson
Founder & Managing DirectorCRD 1257409
William Ginsburg
Associate Financial AdvisorCRD 7779872

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 33

Active vs passive

$127M in ETFs

Passive

72%

$90.8M

Active

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%

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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

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