Cookson Peirce Wealth Management
Registered investment adviser · Pittsburgh, PA · CRD #110729
Form ADV data as of 2026-09-01Regulatory assets
$2.56 billion
Total accounts
2,505
Employees
29
Disclosure events
0
Firm details
- Website: https://m.facebook.com/61578181688086/
- Telephone: 412-471-5320
- SEC file number: 801-21341
- Most recent Form ADV filing: 2026-05-12
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.56 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $2.56 billion |
| Discretionary accounts | 2,505 |
| Non-discretionary accounts | 0 |
| Total accounts | 2,505 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 29 |
| Employees performing investment advisory functions (including research) | 18 |
| Employees who are registered representatives of a broker-dealer | 1 |
| Employees registered as investment adviser representatives with a state | 18 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Compensates a non-employee for client referrals
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,414 | $1.46 billion |
| High net worth individuals | 130 | $693.6 million |
| Investment companies | 1 | $116.1 million |
| Pension and profit sharing plans (not the participants or government plans) | 54 | $65.3 million |
| Charitable organizations | 23 | $105.7 million |
| State or municipal government entities (including government pension plans) | Not reported | $3.5 million |
| Corporations or other businesses not listed above | 26 | $108.1 million |