Piedmont Wealth Advisory

Overview

Headquarters

Reston, VA

Total Firm Assets

$354 million

Average High-Net-Worth Client Portfolio Size

$3.1 million

Fee Disclosure

Source: OAK BARREL WEALTH ADVISORY DISCLOSURE BROCHURE (2026-01-22) · View brochure text

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

90.13%

Number of High-Net-Worth Clients

103

Total Client Accounts

615

Discretionary Accounts

615

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number

333693

• OAK BARREL WEALTH ADVISORY DISCLOSURE BROCHURE (2026-01-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions