Wealth Director · Cookson Peirce Wealth Management
Janelle M. Woods
CRD 4926874 · Named on Form ADV at one SEC-registered adviser
At a glance
Cookson Peirce Wealth Management, an SEC-registered wealth manager based in Pittsburgh, PA with $2.6 billion in regulatory assets, lists Janelle M. Woods on its Form ADV as Wealth Director, a control person.
Firms and roles
- Cookson Peirce Wealth ManagementWealth DirectorWealth manager · Pittsburgh, PA · $2.6B in regulatory assets
AtlasMembers
Janelle’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Bruce W. MillerCo Chairman, Cookson Peirce Wealth Management
- Daniel S. HendersonCo Chairman, Cookson Peirce Wealth Management
- Robin M. MillerChief Compliance Officer/chief Finance Officer, Cookson Peirce Wealth Management
- Cory S. KrebsCeo/president, Cookson Peirce Wealth Management
- Daniel J. MeyersWealth Director, Cookson Peirce Wealth Management
2 more people named with Janelle on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.