Data / Investment advisers / Georgia / Pierson Wealth Management
Pierson Wealth Management, Atlanta, GA: $192 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pierson Wealth Management is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $192 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 293206
- SEC file number
- 801-112676
- SEC status
- Approved, effective March 22, 2018
- Legal name
- RFP Financial Group, LLC
- Main office
- 1380 W. Paces Ferry Road NW Suite 2105, Atlanta, GA 30327
- Phone
- (404) 233-7272
- Regulatory AUM
- $191,956,396 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $191,956,396
- Accounts
- 644
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 77 | $131.6 million |
| Individuals (other than high net worth individuals) | 178 | $33.9 million |
| Corporations or other businesses | 5 | $16.4 million |
| Pension and profit sharing plans | Fewer than 5 | $9.7 million |
| Charitable organizations | Fewer than 5 | $390,255 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $192 million | March 26, 2026 |
| December 1, 2025 | $361.9 million | April 16, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Alder Financial Group Inc | Atlanta | $224.1 million | Not listed | adviserinfo.sec.gov |
| Reicon Wealth Advisors, LLC | Atlanta | $220.1 million | 2 | adviserinfo.sec.gov |
| San Blas Advisory, Inc. | Atlanta | $218.9 million | Not listed | adviserinfo.sec.gov |
| Premis Advisors, LLC | Atlanta | $213.9 million | 1 | adviserinfo.sec.gov |
| Magellan Planning Group | Atlanta | $210 million | Not listed | adviserinfo.sec.gov |
| Xception Family Office | Atlanta | $189.3 million | Not listed | adviserinfo.sec.gov |
| Wright Wealth LLC | Atlanta | $188.5 million | Not listed | adviserinfo.sec.gov |
| Ash Investment Partners, LLC | Atlanta | $185.7 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Pierson Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.