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Building 2PIERSON WEALTH MANAGEMENT

Map pinATLANTA, GA
Phone404-233-7272
NotebookSEC #801-112676
Total AUM
$192M
Employees
3
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1380 W. PACES FERRY ROAD NW
SUITE 2105
ATLANTA
GA 30327
United States
Operating Hours
9 AM - 5 PM EST
Monday - Friday
Phone
404-233-7272

ReceiptFinancials

Total AUM
$192M
Accounts
644
Discretionary
$192M
Accounts
644
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$33.9M
HNW Individual Clients
77
AUM
$131.6M
Pension/Profit Sharing Plan Clients
1
AUM
$9.7M
Charitable Organization Clients
1
AUM
$390.3K
Corporation or Business Clients
5
AUM
$16.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAILLANCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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