{
  "crd_number": 293206,
  "slug": "pierson-wealth-management-atlanta-ga-293206",
  "primary_business_name": "PIERSON WEALTH MANAGEMENT",
  "legal_name": "RFP FINANCIAL GROUP, LLC",
  "dbas": [
    "RFP ASSET MANAGEMENT"
  ],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-03-22",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-28",
  "carried_forward": false,
  "raum_total": 191956396.0,
  "raum_discretionary": 191956396.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 390255.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 33864995.0,
      "count": 178
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 9748610.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 131592845.0,
      "count": 77
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 16359691.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "IL",
    "LA",
    "NC",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/pierson-wealth-management/about",
    "https://piersonwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293206",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206",
  "display_name": "Pierson Wealth Management",
  "summary": "Pierson Wealth Management is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.",
  "citation": "AdvisorCensus. Pierson Wealth Management (CRD 293206): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Pierson Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pierson Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Pierson Wealth Management located?",
      "a": "Pierson Wealth Management's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Pierson Wealth Management registered with the SEC or a state?",
      "a": "Pierson Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293206."
    },
    {
      "q": "How much does Pierson Wealth Management manage?",
      "a": "Pierson Wealth Management reports $191,956,396 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary)."
    },
    {
      "q": "How have Pierson Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pierson Wealth Management: Regulatory assets under management: $177,160,617 in the October 2021 data and $191,956,396 in the October 2026 data, up 8%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pierson Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (178); high net worth individuals (77); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Pierson Wealth Management use?",
      "a": "Pierson Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC and Raymond James & Associates as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pierson Wealth Management report any disciplinary disclosures?",
      "a": "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/293206"
    },
    {
      "q": "What changed in Pierson Wealth Management's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in TN."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 177160617.0,
      "total_employees": 2,
      "filing_date": "2021-04-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 262769477.0,
      "total_employees": 2,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 278943390.0,
      "total_employees": 3,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 306460255.0,
      "total_employees": 4,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 361879757.0,
      "total_employees": 5,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 191956396.0,
      "total_employees": 4,
      "filing_date": "2026-08-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 2.",
        "Regulatory assets under management went from $361,879,757 to $191,956,396 (-47%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 178,
      "fewer_than_5": false,
      "raum": 33864995.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 77,
      "fewer_than_5": false,
      "raum": 131592845.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 9748610.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 390255.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 16359691.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293206",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}