COOKSON PEIRCE & CO INC
Legal name: COOKSON PEIRCE WEALTH MANAGEMENT
CRD #110729 SEC #801-21341 PITTSBURGH, PA 412-471-5320
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
26
Clients
251
Accounts
2,347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $2.3B | $2.3B | $0 | 26 | 2 |
| Mar 2025 | $2.3B | $2.3B | $0 | 26 | 2 |
| Mar 2025 | $2.3B | $2.3B | $0 | 26 | 2 |
| Feb 2025 | $1.9B | $1.9B | $0 | 24 | 0 |
| Mar 2024 | $1.9B | $1.9B | $0 | 24 | 0 |
| Nov 2023 | $1.8B | $1.8B | $0 | 25 | 0 |
| Sep 2023 | $1.8B | $1.8B | $0 | 25 | 0 |
| Aug 2023 | $1.8B | $1.8B | $0 | 25 | 0 |
| Aug 2023 | $1.8B | $1.8B | $0 | 25 | 0 |
| Jun 2023 | $1.8B | $1.8B | $0 | 25 | 0 |
| Apr 2023 | $1.8B | $1.8B | $0 | 25 | 0 |
| Mar 2023 | $1.8B | $1.8B | $0 | 25 | 0 |
| Mar 2022 | $2.3B | $2.3B | $0 | 19 | 0 |
| Dec 2021 | $1.7B | $1.7B | $0 | 19 | 0 |
| Sep 2021 | $1.7B | $1.7B | $0 | 19 | 0 |
| Sep 2021 | $1.7B | $1.7B | $0 | 19 | 0 |
| Mar 2021 | $1.7B | $1.7B | $0 | 19 | 0 |
| Oct 2020 | $1.3B | $1.3B | $0 | 18 | 897 |
| Jun 2020 | $1.3B | $1.3B | $0 | 18 | 897 |
| Mar 2020 | $1.3B | $1.3B | $0 | 18 | 897 |
| Jan 2020 | $1.4B | $1.4B | $0 | 18 | 897 |
| Aug 2019 | $1.4B | $1.4B | $0 | 18 | 897 |
| May 2019 | $1.4B | $1.4B | $0 | 18 | 897 |
| Mar 2019 | $1.4B | $1.4B | $0 | 18 | 897 |
| Mar 2019 | $1.4B | $1.4B | $0 | 18 | 897 |
| Feb 2019 | $1.5B | $1.5B | $0 | 17 | 897 |
| Dec 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| Oct 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| Jul 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| Jul 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| Jun 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| May 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| May 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| May 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| Mar 2018 | $1.5B | $1.5B | $0 | 17 | 897 |
| Feb 2018 | $1.5B | $1.5B | $0 | 17 | 900 |
| Jan 2018 | $1.5B | $1.5B | $0 | 17 | 900 |
| Jul 2017 | $1.1B | $1.1B | $0 | 14 | 300 |
| Mar 2017 | $1.1B | $1.1B | $0 | 14 | 300 |
| Nov 2016 | $841.1M | $841.1M | $0 | 14 | 300 |
| Mar 2016 | $841.1M | $841.1M | $0 | 14 | 300 |
| Aug 2015 | $885.5M | $885.5M | $0 | 12 | 300 |
| Mar 2015 | $709.3M | $709.3M | $0 | 12 | 300 |
| Feb 2015 | $632.8M | $632.8M | $0 | 11 | 300 |
| Mar 2014 | $632.8M | $632.8M | $0 | 11 | 300 |
| Oct 2013 | $524.5M | $524.5M | $0 | 11 | 300 |
| Apr 2013 | $488.2M | $488.2M | $0 | 11 | 300 |
| Jun 2012 | $448.4M | $448.4M | $0 | 6 | 300 |
| May 2012 | $448.4M | $448.4M | $0 | 6 | 300 |
| Mar 2012 | $448.4M | $448.4M | $0 | 6 | 300 |
| Nov 2010 | $380.3M | $380.3M | $0 | 10 | -- |
| Sep 2010 | $380.3M | $380.3M | $0 | 10 | -- |
| Jul 2010 | $380.3M | $380.3M | $0 | 10 | -- |
| Mar 2010 | $367.4M | $367.4M | $0 | -- | -- |
| Mar 2009 | $367.4M | $367.4M | $0 | -- | -- |
| Mar 2007 | $473.7M | $471.7M | $2.1M | -- | -- |
| Mar 2006 | $450.4M | $447.7M | $2.7M | -- | -- |
| Oct 2005 | $385.4M | $384.4M | $990.5K | -- | -- |
| Jun 2005 | $367.8M | $366.2M | $1.6M | -- | -- |
| May 2004 | $297.4M | $295.1M | $2.3M | -- | -- |
| Mar 2004 | $297.4M | $295.1M | $2.3M | -- | -- |
DateSep 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees26
Clients2
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees26
Clients2
DateMar 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees26
Clients2
DateFeb 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees24
Clients0
DateNov 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateSep 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateAug 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateAug 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateJun 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateApr 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees25
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees19
Clients0
DateDec 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees19
Clients0
DateOct 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients897
DateJun 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients897
DateMar 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients897
DateJan 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients897
DateAug 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients897
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients897
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients897
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients897
DateFeb 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateDec 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateOct 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateJul 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateJul 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateJun 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateMay 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateMay 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateMay 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients897
DateFeb 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients900
DateJan 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients900
DateJul 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients300
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees14
Clients300
DateNov 2016
Total AUM$841.1M
Discretionary$841.1M
Non-Disc.$0
Employees14
Clients300
DateMar 2016
Total AUM$841.1M
Discretionary$841.1M
Non-Disc.$0
Employees14
Clients300
DateAug 2015
Total AUM$885.5M
Discretionary$885.5M
Non-Disc.$0
Employees12
Clients300
DateMar 2015
Total AUM$709.3M
Discretionary$709.3M
Non-Disc.$0
Employees12
Clients300
DateFeb 2015
Total AUM$632.8M
Discretionary$632.8M
Non-Disc.$0
Employees11
Clients300
DateMar 2014
Total AUM$632.8M
Discretionary$632.8M
Non-Disc.$0
Employees11
Clients300
DateOct 2013
Total AUM$524.5M
Discretionary$524.5M
Non-Disc.$0
Employees11
Clients300
DateApr 2013
Total AUM$488.2M
Discretionary$488.2M
Non-Disc.$0
Employees11
Clients300
DateJun 2012
Total AUM$448.4M
Discretionary$448.4M
Non-Disc.$0
Employees6
Clients300
DateMay 2012
Total AUM$448.4M
Discretionary$448.4M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$448.4M
Discretionary$448.4M
Non-Disc.$0
Employees6
Clients300
DateNov 2010
Total AUM$380.3M
Discretionary$380.3M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$380.3M
Discretionary$380.3M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$380.3M
Discretionary$380.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$367.4M
Discretionary$367.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$367.4M
Discretionary$367.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$473.7M
Discretionary$471.7M
Non-Disc.$2.1M
Employees--
Clients--
DateMar 2006
Total AUM$450.4M
Discretionary$447.7M
Non-Disc.$2.7M
Employees--
Clients--
DateOct 2005
Total AUM$385.4M
Discretionary$384.4M
Non-Disc.$990.5K
Employees--
Clients--
DateJun 2005
Total AUM$367.8M
Discretionary$366.2M
Non-Disc.$1.6M
Employees--
Clients--
DateMay 2004
Total AUM$297.4M
Discretionary$295.1M
Non-Disc.$2.3M
Employees--
Clients--
DateMar 2004
Total AUM$297.4M
Discretionary$295.1M
Non-Disc.$2.3M
Employees--
Clients--