Bank / Wealth / TrustRIA · CRD 293206SEC-Registered

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Pierson Wealth Management

Founded in 2018, Pierson Wealth Management is a Georgia-based registered investment advisor operating under the legal entity RFP Financial Group, LLC.

Pierson Wealth Management logo

Pierson Wealth Management

Founded in 2018, Pierson Wealth Management is a Georgia-based registered investment advisor operating under the legal entity RFP Financial Group, LLC. The firm serves individuals, high-net-worth investors, and entities from its single office on West Paces Ferry Road in Atlanta. Its offering integrates portfolio management with financial planning disciplines including estate planning, tax optimization, and retirement planning. The firm structures its investment approach around personalized portfolio construction rather than packaged products, and its regulatory filings confirm it advises both individual and high-net-worth client segments. Pierson's strategy spans traditional asset management and financial planning, with a stated emphasis on risk management and tax-aware positioning. Specific portfolio companies, fund commitments, or direct investment holdings are not publicly disclosed. The firm's geographic footprint remains concentrated in the southeastern United States, with no disclosed international operations. Pierson Wealth Management does not publicly report assets under management, total deployment figures, or professional headcount. The firm operates from a single location at 1380 West Paces Ferry Road in Atlanta and has not announced adjacent vehicles such as philanthropic foundations, real-asset arms, or club memberships. What structurally distinguishes Pierson is its regulatory posture as an SEC-registered investment advisor operating under a smaller, relationship-driven model rather than a large-scale asset-gathering platform. The firm markets a boutique identity, explicitly rejecting institutional-scale standardization in favor of customized financial plans — an architecture that places the advisor, not a centralized investment committee, at the center of each client relationship.

General information

Firm type

Bank / Wealth / Trust

Year founded

2018

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

1380 West Paces Ferry Road Northwest, Suite 2105, Atlanta, GA 30327, United States

Frequently asked questions

How is Pierson Wealth Management structured as a business?

Pierson operates under RFP Financial Group, LLC, and is registered with the SEC as an investment advisor. Its public materials emphasize that it is a boutique firm, not a large institution, and that its model relies on customized, relationship-based service rather than standardized products.

What regulatory body oversees Pierson Wealth Management?

The firm is registered with the U.S. Securities and Exchange Commission. Its public disclosures, including Form ADV Part 2A and Part 3, are available through the SEC. Registration does not imply any endorsement of the firm's skill or expertise.

Who runs investment decisions at Pierson Wealth Management?

Pierson's website does not name individual principals, portfolio managers, or an investment committee. Public filings do not identify a chief investment officer or lead decision-maker by name.

Does Pierson Wealth Management disclose its assets under management?

No. The firm does not publish an AUM figure on its website or in its publicly available marketing materials. Its regulatory filings may contain an AUM range, but no specific number has been publicly confirmed.

What is Pierson Wealth Management's known posture on co-investments alongside external managers?

There is no public information indicating that Pierson participates in direct co-investments, fund commitments, or club deals with external GPs. Its marketed services are confined to portfolio management and financial planning for its own advisory clients.

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