Piedmont Wealth Management
Piedmont Wealth Management is an SEC-registered mass-market adviser in Alexandria, VA with $156.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Piedmont Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 340285, SEC 801-135403, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $156.1M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Alexandria, VA
- Employees
- 4
- Clients
- 237
- CRD
- 340285
- Ownership
- BURKE & HERBERT FINANCIAL SERVICES CORP.; ROWAN, SHANNON, BARROW; MULLINS, JAMES, QUINTIN
How much AUM does Piedmont Wealth Management have?
Piedmont Wealth Management reported $156.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Piedmont Wealth Management?
Disclosed owners and executives of Piedmont Wealth Management include BURKE & HERBERT FINANCIAL SERVICES CORP., ROWAN, SHANNON, BARROW, MULLINS, JAMES, QUINTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.