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PIERSON WEALTH MANAGEMENT

ATLANTA, GA · CRD 293206 · IAPD ↗ · 404-233-7272

$192.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — PIERSON WEALTH MANAGEMENT notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — PIERSON WEALTH MANAGEMENT reported RAUM down 47% ($361.9M -> $192.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
78
April 2024 — PIERSON WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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