Wesley
Peirce
Peirce Capital Management, LLC
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About this Advisor
Wesley Peirce is a financial advisor who works in Spring, Texas, who has 12 years of relevant experience. Peirce is an employee of Peirce Capital Management, LLC. They have spent the entirety of their time as a financial advisor at Peirce Capital Management, Llc. Peirce maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Texas. Peirce Capital Management, LLC is a financial advisory firm operating out of Spring, TX. It administers $360 million in assets under management between its 790 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 790 client accounts, 75% are associated with high-net-worth individuals who have at least $1 million in assets. Peirce Capital Management, LLC provides a set of services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which services are offered. Fees billed by Peirce Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peirce Capital Management, LLC Brokerage Details
$360,169,343
6
790
$455,911
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Wesley Peirce Work History
Wesley has been registered as a financial advisor for 12 years.*
Peirce Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wesley Peirce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peirce Capital Management, LLC
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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