RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 16, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control
PIERSON, ROBERT, FRANKLINIMANAGING MEMBER AND CCOE Control

Registrations

Federal

IA
Apr 16, 2025 REGISTERED

Notice Filings (9)

AL FL GA IL LA NC SC TX VA

Address

1380 W. PACES FERRY ROAD NW
SUITE 2105
ATLANTA, GA 30327
United States
Phone: 404-233-7272