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COOKSON PEIRCE WEALTH MANAGEMENT

PITTSBURGH, PA · CRD 110729 · IAPD ↗ · 412-471-5320

$2.56BRegulatory AUM
18Advisory reps
29Employees
2Clients
More than 500Planning clients
0Private funds
47States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — COOKSON PEIRCE WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
March 2025 — COOKSON PEIRCE WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.