$68.7M Total AUM
$61.4M Disc. AUM
-- 3Y CAGR
5 Employees
51 ADV. Clients
4 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2022
- Office Locations
- 2
Office Locations
6300 Ridglea Place Suite 508 Fort Worth TX
-- Breckenridge CO
About Pierce Wealth Partners, Inc.
Pierce Wealth Partners is an independent RIA in Fort Worth, TX providing objective investment advice and comprehensive wealth and financial planning, including charitable giving. The firm works one-on-one with individuals, families, and select organizations to align portfolios with goals and risk tolerance. Portfolios commonly use public funds, ETFs, and fixed income, with Pershing as a key custodian.
Team overview
-- AVG AGE
$34.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
PAIGE WYMAN PIERCE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1395210
- Ownership
- Less than 5%
Available
Available
Available
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E
EDWARD RONALD LARA
--
- CRD
- #302498
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,428,564 | -- |
| Non-Discretionary | $7,251,450 | -- |
| Total | $68,680,014 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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