P
CRD: 312770
Piershale Wealth Management, LLC
$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
2 Employees
61 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AtlasMatrix unison +more
- Established Date
- 03-29-2021
- Office Locations
- 1
Office Locations
333 Commerce DR STE 150 Crystal Lake IL
About Piershale Wealth Management, LLC
John Piershale Wealth Management is a fee-only fiduciary RIA focused on helping individuals and couples age 50+ navigate retirement. The firm delivers retirement, investment, tax, and estate planning, with guidance on Social Security timing, sustainable spending, IRA distribution strategy, and Roth conversion tradeoffs while managing investment risk and drawdowns. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$442.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Alpha Fusion Focus Focus Ember radial Glacier ember
Client Personas
Foundation harbor
Custodian
Wave Beacon Eagle Fusion bridge
Investment Themes
Optima momentum Prime focus North
Investment Vehicles
Eagle harbor Glacier vector Unison value
Services
Beacon unison Bridge momentum Catalyst matrix Foundation frontier Vital atlas Atlas wave Zenith timber Vertex
Technology
Timber Focus Signal horizon Focus
Owner & Executives
JOHN MATTHEW PIERSHALE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2335715
- Ownership
- 75% or more
(707) 392-6855
quantum.wave@insightcapital.com
in linkedin.com/in/glacier-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,979,876 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,979,876 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,979,876
Equity - Exchange:
41.9% Public Funds:
32.4% Equity - OTC:
10.4% Cash:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,611,930,235 | 41.9% |
| Public Funds | $1,246,456,793 | 32.4% |
| Equity - OTC | $400,097,242 | 10.4% |
| Cash | $588,604,596 | 15.3% |
| Total | $3,847,088,866 | 100.0% |