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Pierson Wealth Management Share
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Overview Share
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Atlanta, Georgia
$165.4 million AUM
1 office

Pierson Wealth Management is based in Atlanta, Georgia and has $165.4 million in assets under management.

Location
1380 W. Paces Ferry Road NW
Suite 2155
Atlanta, GA 30327
$165.4 million
AUM
3
Employees
AUM Share
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$165,433,171
Assets under management
555 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 60 $8,234,962 5% $137,249
High net worth individuals 184 $140,027,796 85% $761,021
Pension and profit sharing plans 1 $1,036,296 1% $1,036,296
Other corporations or businesses 2 $16,134,117 10% $8,067,058
Employees Share
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3
Employees
1
Investment analysts
33% of total employees
AUM per employee Share
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$165,433,171
Assets under management
$55,144,390
AUM per employee
$165,433,171
AUM per investment analyst
About Share
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Compensation

Pierson Wealth Management makes money through the following ways:

  • Percentage of AUM
Services offered

Pierson Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Firm data Share
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CRD number 293,206
SEC number 801-112676
Legal structure Limited Liability Company
Legal governance Georgia, United States
Latest ADV filing date May 19, 2020

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