Pierson Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 26, 2026, reports $192M in regulatory assets under management, 3 employees, and 644 accounts.
Assets Under Management
$192M
Employees
3
Offices
--
Total Clients
260
Primary office
ATLANTA, GA
1380 W. PACES FERRY ROAD NW, SUITE 2105, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
178
2
HNWI
29.6%
77
3
Corporations
1.9%
5
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$192Mas of March 26, 2026
Discretionary100.0%
$192M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$192M
Total Accounts644
10Y AUM Change+$192M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee87:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.