Piedmont Wealth Advisory
Piedmont Wealth Advisory is an SEC-registered wealth manager in Reston, VA with $353.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Piedmont Wealth Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333693, SEC 801-131508, data through 2026-01-22.
- AUM (assets under management / regulatory AUM)
- $353.7M (2026-01-22)
- Firm type
- Wealth Manager
- Location
- Reston, VA
- Employees
- 3
- Clients
- 215
- CRD
- 333693
- Ownership
- BIRNIE, DOUGLAS, HART; SEXTON, JAMES, ALBERT
How much AUM does Piedmont Wealth Advisory have?
Piedmont Wealth Advisory reported $353.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-22).
Who owns Piedmont Wealth Advisory?
Disclosed owners and executives of Piedmont Wealth Advisory include BIRNIE, DOUGLAS, HART, SEXTON, JAMES, ALBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.