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Cookson Peirce Wealth Management

Headquartered in PITTSBURGH, PA

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Firm Information

Cookson Peirce Wealth Management, headquartered in Pittsburgh, Pennsylvania, is an investment advisor with approximately $1.92 billion in regulatory assets under management. They offer financial planning, portfolio management for individuals, investment companies, and a wrap fee program. Their client base includes high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.

Cookson Peirce Wealth Management

530 WILLIAM PENN PLACE

PITTSBURGH, PA 15219

$1.92B

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

COOKSON PEIRCE WEALTH MANAGEMENT has a total of 4 branch locations across the country.
location

PITTSBURGH, PA

location

Akron, OH

location

Greenville, SC

location

Naples, FL

Advisors at Cookson Peirce Wealth Management

View All 17 Advisors
Unclaimed
Thomas R. Oakley

RA

PITTSBURGH, PA

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Daniel James Meyers

CFP®, RA

PITTSBURGH, PA

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Sean David Volk

CFA®, RA

PITTSBURGH, PA

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Unclaimed
Siegfried Luke Saftner

RA

PITTSBURGH, PA

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Joshua Christopher Beas

RA

PITTSBURGH, PA

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Bruce Wilson Miller

CFA®, RA

PITTSBURGH, PA

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Unclaimed
Daniel Scott Henderson

RA

PITTSBURGH, PA

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Unclaimed
Scott Bryan Oros

CFP®, RA

PITTSBURGH, PA

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Disclosures

There are no public disclosures for Cookson Peirce Wealth Management.

Frequently Asked Questions (8)

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