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PIERSON WEALTH MANAGEMENT
Legal name: RFP FINANCIAL GROUP, LLC
CRD 293206File 801-112676
APPROVED
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$192.0M
Below cohort median (national)
Discretionary AUM
$192.0M
Clients
260
644 accounts
Employees
4
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 22, 2018
- Principal office
- 1380 W. PACES FERRY ROAD NW, SUITE 2105, ATLANTA, GA, 30327
- Phone
- 404-233-7272
- Website
- HTTP://WWW.PIERSONWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.0M
- Discretionary AUM
- $192.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 644
- Non-discretionary accounts
- 0
- Total accounts
- 644
- AUM per client
- $738K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $16.4M |
| Charitable organizations | Fewer than 5 | $390K |
| High net worth individuals | 77 | $131.6M |
| Pension and profit sharing plans | Fewer than 5 | $9.7M |
| Individuals (other than high net worth individuals) | 178 | $33.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 29, 2026 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2026 | Employees | 5 | 3 | decreased by2 |
| Apr 1, 2026 | Clients | 403 | 260 | decreased by143 |
| Apr 1, 2026 | AUM | $361,879,757 | $191,956,396 | decreased by$169,923,361 |
| Apr 1, 2026 | Accounts | 1,500 | 644 | decreased by856 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 5 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 285 | 403 | increased by118 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $262,769,477 | $361,879,757 | increased by$99,110,280 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 733 | 1,500 | increased by767 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 214 | 285 | increased by71 |
| Apr 1, 2022 | AUM | $177,160,617 | $262,769,477 | increased by$85,608,860 |
| Apr 1, 2022 | Accounts | 579 | 733 | increased by154 |
| 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 “PIERSON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PIERSON WEALTH” 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.