# Cookson Peirce Wealth Management

> Cookson Peirce Wealth Management is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 1984, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 110729
- Filed as: COOKSON PEIRCE WEALTH MANAGEMENT
- Legal name: Cookson Peirce & Co Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110729
- AdvisorCensus page: https://advisorcensus.com/firm/cookson-peirce-wealth-management-pittsburgh-pa-110729

## Quick answers

**How is Cookson Peirce Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Cookson Peirce Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cookson Peirce Wealth Management located?**
Cookson Peirce Wealth Management's principal office is in Pittsburgh, PA, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Cookson Peirce Wealth Management registered with the SEC or a state?**
Cookson Peirce Wealth Management is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 110729.

**How much does Cookson Peirce Wealth Management manage?**
Cookson Peirce Wealth Management reports $2,555,384,473 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Cookson Peirce Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Cookson Peirce Wealth Management: Regulatory assets under management: $1,732,170,703 in the October 2021 data and $2,555,384,473 in the October 2026 data, up 48%. Total employees: 19 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cookson Peirce Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,414); high net worth individuals (130); pension and profit sharing plans (but not the plan participants or government pension plans) (54).

**Which custodians does Cookson Peirce Wealth Management use?**
Cookson Peirce Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Cookson Peirce Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110729

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,555,384,473
- Discretionary: $2,555,384,473
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,414 | $1,463,081,074 |
| High net worth individuals | 130 | $693,569,357 |
| Investment companies | 1 | $116,088,733 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 54 | $65,330,420 |
| Charitable organizations | 23 | $105,749,362 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $3,460,083 |
| Corporations or other businesses not listed above | 26 | $108,105,444 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 1984 (42 years)
- Employees: 29 total, 18 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Fairlawn, OH
- Greenville, SC
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- cooksonpeirce.com
- Instagram @cooksonpeirce
- LinkedIn @cooksonpeirce-investment-management
- Facebook @61578181688086

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,732,170,703 | 19 | September 21, 2021 |
| October 2022 | $2,262,093,003 | 19 | March 16, 2022 |
| October 2023 | $1,813,874,280 | 25 | September 8, 2023 |
| October 2024 | $1,924,727,747 | 24 | March 7, 2024 |
| October 2025 | $2,323,321,323 | 26 | March 31, 2025 |
| October 2026 | $2,555,384,473 | 29 | September 24, 2026 |

Regulatory assets under management: $1,732,170,703 in the October 2021 data and $2,555,384,473 in the October 2026 data, up 48%.
Total employees: 19 in October 2021 and 29 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cookson Peirce Wealth Management (CRD 110729): Form ADV filing data as of October 2026.