Piedmont Wealth Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reston, VA. Its latest Form ADV filing, dated January 22, 2026, reports $354M in regulatory assets under management, 3 employees, 1 office, and 615 accounts.
Assets Under Management
$354M
Employees
3
Offices
1 office
Total Clients
215
Primary office
RESTON, VA
12030 SUNRISE VALLEY DRIVE, SUITE 325, RESTON, VA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.1% of total clients.
Top client categories% of clientsClients
1
Individuals
52.1%
112
2
HNWI
47.9%
103
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$354Mas of January 22, 2026
Discretionary100.0%
$354M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$354M
Total Accounts615
10Y AUM Change+$354M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee72:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.