COOKSON PEIRCE WEALTH MANAGEMENT

Legal name: COOKSON PEIRCE & CO INC

CRD 110729File 801-21341

APPROVED

Retail clients

Filing as of May 12, 2026

Feed vintage Aug 17, 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: https://m.facebook.com/61578181688086/

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
Aug 12, 2026	Registration	—	APPROVED

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.