RIA Intel›Advisers›Texas›PIERCE WEALTH PARTNERS, INC.

PIERCE WEALTH PARTNERS, INC.

Advisory

FORT WORTH, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,602

of 2,813 advisers by AUM

Average account

$1M

across 51 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$69M

Discretionary AUM$61M

Non-Discretionary AUM$7M

Discretionary %89.4%

Total Clients51

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, MD, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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