RFP FINANCIAL GROUP, LLC
Legal name: PIERSON WEALTH MANAGEMENT
CRD #293206 SEC #801-112676 ATLANTA, GA 404-233-7272
SEC Registered
Total AUM
$361.9M
Discretionary
$356.2M
Employees
5
Clients
0
Accounts
1,500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $361.9M | $356.2M | $5.6M | 5 | 0 |
| Mar 2025 | $361.9M | $356.2M | $5.6M | 5 | 0 |
| Sep 2024 | $306.5M | $282.9M | $23.5M | 4 | 0 |
| Mar 2024 | $306.5M | $282.9M | $23.5M | 4 | 0 |
| Mar 2023 | $278.9M | $258.8M | $20.2M | 3 | 0 |
| Apr 2022 | $262.8M | $244.7M | $18M | 2 | 0 |
| Mar 2022 | $262.8M | $244.7M | $18M | 2 | 0 |
| Apr 2021 | $177.2M | $159.3M | $17.9M | 2 | 0 |
| Mar 2021 | $177.2M | $159.3M | $17.9M | 2 | 0 |
| Jun 2020 | $165.4M | $150.4M | $15M | 3 | 0 |
| May 2020 | $165.4M | $150.4M | $15M | 3 | 0 |
| Mar 2020 | $165.4M | $150.4M | $15M | 3 | 0 |
| Dec 2019 | $148.3M | $134.6M | $13.7M | 2 | 0 |
| Mar 2019 | $148.3M | $134.6M | $13.7M | 3 | 0 |
| Aug 2018 | $156.6M | $143.4M | $13.2M | 3 | 0 |
| Jul 2018 | $156.6M | $143.4M | $13.2M | 3 | 0 |
| Mar 2018 | $0 | $0 | $0 | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$361.9M
Discretionary$356.2M
Non-Disc.$5.6M
Employees5
Clients0
DateMar 2025
Total AUM$361.9M
Discretionary$356.2M
Non-Disc.$5.6M
Employees5
Clients0
DateSep 2024
Total AUM$306.5M
Discretionary$282.9M
Non-Disc.$23.5M
Employees4
Clients0
DateMar 2024
Total AUM$306.5M
Discretionary$282.9M
Non-Disc.$23.5M
Employees4
Clients0
DateMar 2023
Total AUM$278.9M
Discretionary$258.8M
Non-Disc.$20.2M
Employees3
Clients0
DateApr 2022
Total AUM$262.8M
Discretionary$244.7M
Non-Disc.$18M
Employees2
Clients0
DateMar 2022
Total AUM$262.8M
Discretionary$244.7M
Non-Disc.$18M
Employees2
Clients0
DateApr 2021
Total AUM$177.2M
Discretionary$159.3M
Non-Disc.$17.9M
Employees2
Clients0
DateMar 2021
Total AUM$177.2M
Discretionary$159.3M
Non-Disc.$17.9M
Employees2
Clients0
DateJun 2020
Total AUM$165.4M
Discretionary$150.4M
Non-Disc.$15M
Employees3
Clients0
DateMay 2020
Total AUM$165.4M
Discretionary$150.4M
Non-Disc.$15M
Employees3
Clients0
DateMar 2020
Total AUM$165.4M
Discretionary$150.4M
Non-Disc.$15M
Employees3
Clients0
DateDec 2019
Total AUM$148.3M
Discretionary$134.6M
Non-Disc.$13.7M
Employees2
Clients0
DateMar 2019
Total AUM$148.3M
Discretionary$134.6M
Non-Disc.$13.7M
Employees3
Clients0
DateAug 2018
Total AUM$156.6M
Discretionary$143.4M
Non-Disc.$13.2M
Employees3
Clients0
DateJul 2018
Total AUM$156.6M
Discretionary$143.4M
Non-Disc.$13.2M
Employees3
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0