Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 5
Average Client Assets: $13.0 million
Frequently Asked Questions
PIEDMONT PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339616), PIEDMONT PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
PIEDMONT PRIVATE WEALTH, LLC serves 5 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, PIEDMONT PRIVATE WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PIEDMONT PRIVATE WEALTH, LLC manages $105 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, PIEDMONT PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.90%
Average Client Assets: $13.0 million
Total Client Accounts: 155
Discretionary Accounts: 155
Regulatory Filings
CRD Number: 339616
Filing ID: 2059108
Last Filing Date: 2026-03-05 10:18:49