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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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