COOKSON PEIRCE WEALTH MANAGEMENT

Legal name: COOKSON PEIRCE & CO INC

CRD 110729File 801-21341

APPROVED

Retail clients

Filing as of Sep 24, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.56B

Top 25% of cohort (national)

Discretionary AUM

$2.56B

Clients

1,648

2,505 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: May 23, 1984
Principal office: 530 WILLIAM PENN PLACE, PITTSBURGH, PA, 15219
Phone: 412-471-5320
Website: HTTP://WWW.COOKSONPEIRCE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.56B
Discretionary AUM: $2.56B
Non-discretionary AUM: $0
Discretionary accounts: 2,505
Non-discretionary accounts: 0
Total accounts: 2,505
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$108.1M
Investment companies	1	$116.1M
Charitable organizations	23	$105.7M
High net worth individuals	130	$693.6M
Pension and profit sharing plans	54	$65.3M
State or municipal government entities	Fewer than 5	$3.5M
Individuals (other than high net worth individuals)	1,414	$1.46B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	26	29	increased by3
Apr 1, 2026	Clients	1,241	1,648	increased by407
Apr 1, 2026	AUM	$2,323,321,323	$2,555,384,473	increased by$232,063,150
Apr 1, 2026	Accounts	2,347	2,505	increased by158
May 1, 2025 vs Oct 1, 2022	Employees	19	26	increased by7
May 1, 2025 vs Oct 1, 2022	Custody	Yes	No
May 1, 2025 vs Oct 1, 2022	Clients	813	1,241	increased by428
May 1, 2025 vs Oct 1, 2022	AUM	$2,262,093,003	$2,323,321,323	increased by$61,228,320
May 1, 2025 vs Oct 1, 2022	Accounts	1,637	2,347	increased by710
Apr 1, 2022	Clients	622	813	increased by191
Apr 1, 2022	AUM	$1,732,170,703	$2,262,093,003	increased by$529,922,300
Apr 1, 2022	Accounts	1,450	1,637	increased by187
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “COOKSON PEIRCE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COOKSON PEIRCE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.