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PIERSON WEALTH MANAGEMENT
RFP FINANCIAL GROUP, LLC
CRD 293206 · SEC 801-112676
1380 W. PACES FERRY ROAD NW, SUITE 2105, ATLANTA, GA, 30327, United States
Phone
404-233-7272
Fax
678-661-2399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.0M
Discretionary AUM
$192.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $33.9M |
| High net worth individuals | 77 | $131.6M |
| Corporations/business entities | 5 | $16.4M |
States served
AL, GA, IL, LA, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD