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Pierre Leon Soree

Marietta Wealth Management, LLC

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About Pierre Leon Soree

Pierre Leon Soree is a financial advisor in Marietta, GA. Pierre is a registered representative with Marietta Wealth Management, LLC, and has been with the firm since November 2021. Pierre previously worked at Redwood Wealth Management, LLC, in Alpharetta, GA. Pierre is a Certified Financial Planner and specializes in providing financial planning services to individuals and families. Pierre has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Pierre offers a range of financial planning services, including portfolio management, retirement planning, and estate planning.

Firm Information

Pierre Soree is currently registered with Marietta Wealth Management, LLC. Marietta Wealth Management, LLC is an investment advisory firm based in Marietta, GA. They provide financial planning, portfolio management for individuals, selection of other advisers, and pension consulting. Their firm manages over $1.14 billion in assets and has 1,298 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, insurance companies, and charitable organizations.
Marietta Wealth Management, LLC

472 N. SESSIONS STREET

MARIETTA, GA 30060

$1.15B

Assets Under Management

4

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Pierre Soree’s Registration & Firm History

GA

12/02/2021 - Present

Marietta Wealth Management, LLC (MARIETTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pierre Leon Soree.
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