Paige Wyman Pierce

Employer firm

Pierce Wealth Partners, Inc. CRD 315147

$68.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 03/2017
  R. W. Smith & Associates, Inc.
  Bellevue, WA
• 06/2017 → 03/2020
  Larimer Capital Corporation
  Denver, CO
• 04/2017 → 05/2017
  Unemployed
  Sandy, UT
• 03/2020 → 04/2021
  Mclaughlin Ryder Investments, Inc.
  Alexandria, VA
• 04/2021 → Present
  Bley Investment Group, Inc.
  Fort Worth, TX
• 05/2021 → Present
  Pierce Wealth Partners, Inc.
  Fort Worth, TX

Previous Registrations

• 2021-08-30 → 2022-01-03
  Stratos Wealth Advisors Llc
  Fort Worth, TX
• 2020-11-03 → 2021-04-01
  Mclaughlin Ryder Investments, Inc.
  Alexandria, VA

Other Businesses

Pierce Wealth Partners, Inc., established 2021: Owner, President, and CEO, Registered Investment Firm with the State of Texas, Investment related. Time Commitment: 40 hours per month. Licensed Insurance Agent for Life, Accident, Health, and HMO. Investment related. Time Commitment: 8 hours per month. eToro USA Securities, Inc., 221 River Street, 9th Flr., Hoboken, NJ 07030. 2021 NED/Board Member, Investment related. Time Commitment: 12 hours per month. eToro USA LLC, 221 River Street, 9th Floor, Hoboken, NJ 07030; Director/Board Member; Not-investment related; Start date: 03/01/2025; Time commitment: Approx. 5 hours/month and 5 hours during regular market hours. The Pierce Group, LLC, established 2017 (UT): Founder, President and CEO. CEO/Board Consulting firm in Sandy, UT. Non-investment related. Time Commitment: 20 hours per month. Revivea, Los Angeles, CA. Board Member; Not-investment related; independent insurance advisory firm; Start date: 03/01/2025; Time Commitment: Approx. 20 hours/month and 5 hours during regular market hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-25

Other Names

• Paige Wyman Smith