AP
AP

Aiden Wells Pierce

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

4755 East Bay Drive, Clearwater, FL, 33764

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aiden is an investor at Csenge Advisory Group and an employee at Wealth Strategies, LLC. He spends nearly full-time at Csenge Advisory Group and about 10-20% of his time reviewing life insurance policies at Wealth Strategies.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Csenge Advisory Group, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Lion Street Financial, LLCBroker
September 2022 - November 2025 · 3 yrs 2 mos
State Registrations1 state
AL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.