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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-23-1984
- Office Locations
- 5
Office Locations
About Cookson Peirce Wealth Management
CooksonPeirce Wealth Management (founded 1984) provides comprehensive financial planning and portfolio management for professionals, pre-retirees, retirees, and high-net-worth families, with an institutional offering as well. The firm emphasizes disciplined, long-term investment strategies designed to avoid short-term noise, and publishes practical education on tax-loss harvesting, year-end tax moves, and direct indexing. Custody commonly via Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 11, 2025 and May 12, 2026, reported AUM increased 10.0%, from $2.3B to $2.6B.
Across 5 reported observations, AUM increased 13.0% between March 16, 2022 and May 12, 2026, from $2.3B to $2.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 18 advisory representatives and 1,650 clients, or 91.7 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 5 reported office locations and 42 years in operation. The source data was last updated on May 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
CHRISTIAN MATTHEW BROWN
Director
- CRD
- #4166843
- Ownership
- 10% but less than 25%
DANIEL SCOTT HENDERSON
Chief Compliance Officer
- CRD
- #2356331
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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JOSHUA CHRISTOPHER BEAS
Advisor
- CRD
- #4362624
HEATH AUSTIN BLACK
Regional Advisor Consultant
- CRD
- #2889426
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,555,384,473 | $1,020,114 |
| Non-Discretionary | $0 | -- |
| Total | $2,555,384,473 | $1,020,114 |
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Separately Managed Accounts
SMA allocation detail is available
Cookson Peirce Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Cookson Peirce Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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