# Pierson Wealth Management

> 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.

- CRD: 293206
- Filed as: PIERSON WEALTH MANAGEMENT
- Legal name: RFP Financial Group, LLC
- Also doing business as: RFP ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293206
- AdvisorCensus page: https://advisorcensus.com/firm/pierson-wealth-management-atlanta-ga-293206

## Quick answers

**How is Pierson Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Pierson Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Pierson Wealth Management located?**
Pierson Wealth Management's principal office is in Atlanta, GA, according to its Form ADV.

**Is Pierson Wealth Management registered with the SEC or a state?**
Pierson Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293206.

**How much does Pierson Wealth Management manage?**
Pierson Wealth Management reports $191,956,396 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (100% discretionary).

**How have Pierson Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Pierson Wealth Management serve?**
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).

**Which custodians does Pierson Wealth Management use?**
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.

**Does Pierson 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/293206

**What changed in Pierson Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in TN.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC
- Raymond James & Associates

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: $191,956,396
- Discretionary: $191,956,396
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 178 | $33,864,995 |
| High net worth individuals | 77 | $131,592,845 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,748,610 |
| Charitable organizations | Fewer than 5 | $390,255 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $16,359,691 |

### 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: 2018 (8 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, FL, GA, IL, LA, NC, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- piersonwealth.com
- LinkedIn @pierson-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $177,160,617 | 2 | April 27, 2021 |
| October 2022 | $262,769,477 | 2 | April 7, 2022 |
| October 2023 | $278,943,390 | 3 | March 30, 2023 |
| October 2024 | $306,460,255 | 4 | September 6, 2024 |
| October 2025 | $361,879,757 | 5 | April 16, 2025 |
| October 2026 | $191,956,396 | 4 | August 28, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in TN.

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $361,879,757 to $191,956,396 (-47%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pierson Wealth Management (CRD 293206): Form ADV filing data as of October 2026.