Investment adviser · CRD 110729
COOKSON PEIRCE WEALTH MANAGEMENT
Investment adviser filing (IA)
COOKSON PEIRCE & CO INC
PITTSBURGH, PA, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $2.56B Form ADV · Item 5.F
- Client accounts
- 2,505 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,414 | $1,463,081,074 | 57.3% |
| High-net-worth individuals | 130 | $693,569,357 | 27.1% |
| Investment companies | 1 | $116,088,733 | 4.5% |
| Corporations & businesses | 26 | $108,105,444 | 4.2% |
| Charities | 23 | $105,749,362 | 4.1% |
| Retirement plans | 54 | $65,330,420 | 2.6% |
| Government entities | Fewer than 5 | $3,460,083 | 0.1% |
Filing source
Form ADV 2134531 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management
Compensation
Percentage of assets
Principal office
530 WILLIAM PENN PLACEPITTSBURGH, PA, 15219, United States
CRD 110729
Filing source
Form ADV 2134531 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.