Piedmont Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated April 22, 2026, reports $156M in regulatory assets under management, 4 employees, 2 offices, and 541 accounts.
Assets Under Management
$156M
Employees
4
Offices
2 offices
Total Clients
237
Primary office
ALEXANDRIA, VA
100 S. FAIRFAX STREET, ALEXANDRIA, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
184
2
HNWI
22.4%
53
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of April 22, 2026
Discretionary98.3%
$153M
98% of total RAUM98.3%
Non-discretionary1.7%
$3M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$156M
Total Accounts541
10Y AUM Change+$156M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee59:1
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.