# COOKSON PEIRCE WEALTH MANAGEMENT

COOKSON PEIRCE WEALTH MANAGEMENT is an Asset Manager based in Pittsburgh, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Pittsburgh, United States
- **Region:** North America
- **Address:** Pittsburgh, PA, United States
- **Founded:** 1989
- **Assets under management:** ~$1B–$3B (Altss estimate)
- **Website:** cooksonpeirce.com
- **LinkedIn:** https://www.linkedin.com/company/cooksonpeirce-investment-management

## Regulatory record

- **CRD number:** 110729
- **SEC file number:** 801-21341
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-05-12T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110729

## About

COOKSON PEIRCE WEALTH MANAGEMENT is an SEC-registered investment adviser in PITTSBURGH, PA, since 1984. The firm manages approximately $2.6 billion in assets. It has 29 employees and 18 investment advisers.

## Sectors

- Wealth Management
- Investment Advisory

## People

- James M. Peirce — Chairman

## Questions

### Who owns Cookson Peirce today?

The firm remains privately held by its active partners. No outside private-equity investment, strategic acquirer, or family-office backing has been publicly disclosed. This ownership structure is increasingly unusual among RIAs managing assets in the $1B–$3B range, many of which have been acquired by national consolidators since 2015.

### What types of clients does the firm serve?

The firm primarily serves high-net-worth individuals, families, trusts, endowments and foundations, according to its regulatory disclosures. The practice is built around long-tenure relationships in the Pittsburgh region rather than broad national marketing. Institutional clients include small foundations and endowments that value the firm's direct-equity approach over fund-of-fund structures.

## Related profiles

- [Convex Finance](https://altss.com/profile/convex-finance)
- [Cooper Point Advisors](https://altss.com/profile/cooper-point-advisors-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cookson-peirce-wealth-management

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