# Pierce Wealth Partners, Inc.

> Pierce Wealth Partners, Inc. is a state-registered investment advisory firm in Fort Worth, TX, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 315147
- Filed as: PIERCE WEALTH PARTNERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315147
- AdvisorCensus page: https://advisorcensus.com/firm/pierce-wealth-partners-inc-fort-worth-tx-315147

## Quick answers

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

**Where is Pierce Wealth Partners, Inc. located?**
Pierce Wealth Partners, Inc.'s principal office is in Fort Worth, TX, according to its Form ADV.

**Is Pierce Wealth Partners, Inc. registered with the SEC or a state?**
Pierce Wealth Partners, Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 315147.

**How much does Pierce Wealth Partners, Inc. manage?**
Pierce Wealth Partners, Inc. reports $68,680,014 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (89% discretionary).

**What types of clients does Pierce Wealth Partners, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (15).

**Does Pierce Wealth Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315147

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $68,680,014
- Discretionary: $61,428,564
- Non-discretionary: $7,251,450

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,655,349 |
| High net worth individuals | 36 | $65,024,665 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, MD, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [piercewealth.com](https://piercewealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pierce Wealth Partners, Inc. (CRD 315147): Form ADV filing data as of October 2026.