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PIERSON WEALTH MANAGEMENT
1380 W. Paces Ferry Road Nw
Suite 2105
Atlanta, Georgia 30327
Tel: 404-233-7272
About PIERSON WEALTH MANAGEMENT
PIERSON WEALTH MANAGEMENT, formally registered with the SEC as PIERSON WEALTH MANAGEMENT. The firm was established in 03/22/2018. They have over 1 offices throughout the country.
PIERSON WEALTH MANAGEMENT is a Atlanta, Georgia based Financial Planning firm with nearly $306,460,255 assets under management, offering retirement planning & investment advisory services to 1053 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293206 |
| SEC# | 801-112676 |
| Assets Managed by Firm | $306,460,255 |
| No. of Clients | 1053 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1053 | $306,460,255 |
| Individuals (other than high net worth individuals) | 243 | $50,065,525 |
| High net worth individuals | 104 | $238,846,844 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,000,000 |
| Corporations or other businesses | 6 | $6,547,886 |
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