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COOKSON PEIRCE WEALTH MANAGEMENT
COOKSON PEIRCE & CO INC
CRD 110729 · SEC 801-21341
530 WILLIAM PENN PLACE, PITTSBURGH, PA, 15219, United States
Phone
412-471-5320
Fax
412-471-4563
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.56B
Discretionary AUM
$2.56B
Team
29 total employees; 18 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1414 | $1.46B |
| High net worth individuals | 130 | $693.6M |
| Investment companies | 1 | $116.1M |
| Pension/profit sharing plans | 54 | $65.3M |
| Charitable organizations | 23 | $105.7M |
| Corporations/business entities | 26 | $108.1M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD