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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-22-2018
- Office Locations
- 1
Office Locations
About Pierson Wealth Management
Pierson Wealth Management is an Atlanta-based boutique RIA providing long-term, multigenerational financial guidance. The team delivers financial planning alongside portfolio construction, tax and estate planning, and insurance planning for individuals and entrepreneurs. Portfolios are primarily ETF-based with supplemental cash and fixed income, and the firm can custody through Charles Schwab and Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT FRANKLIN PIERSON
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1257409
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN ALEXANDER CARTER
--
- CRD
- #6337382
William Jacob Ginsburg
--
- CRD
- #7779872
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,956,396 | $298,069 |
| Non-Discretionary | $0 | -- |
| Total | $191,956,396 | $298,069 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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