Pierce Wealth Partners, Inc.

Overview

Pierce Wealth Partners, Inc. is a state registered investment adviser based in Fort Worth, TX, registered since 2022. It reports $68.7M in assets under management across 51 accounts, with 5 employees. It has 2 investment adviser representatives.

Reported AUM

$68.7M

Discretionary

89%

Accounts

51

Average account

$1.3M

Employees

5

Advisory reps

2

Registered since

2022

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Paige Wyman Pierce President, Chief Executive Officer, Chief Compliance Officer CRD 1395210

Advisory reps 2 of 2

• Edward Ronald Lara Registered Rep · Investment Adviser Rep CRD 302498
• Paige W Pierce Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1395210

Location

Headquarters

6300 Ridglea Pl Ste 508
Fort Worth, TX 76116

County

Tarrant

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: piercewealth.com

Every state, with registration dates

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