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PIERCE WEALTH PARTNERS, INC.
CRD 315147
6300 RIDGLEA PLACE, SUITE 508, FORT WORTH, TX, 76116, United States
Phone
817-732-2442
Fax
817-732-5997
Registration
— (—)
Source
State registered
Total AUM
$68.7M
Discretionary AUM
$61.4M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; FINANCIAL PLANNING SERVICES - BASIS POINT OF NET WORTH
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $3.7M |
| High net worth individuals | 36 | $65.0M |
All web addresses on file
Official SEC filing: View on IAPD