|
⚲
|
| Keyboard |
| Piedmont Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 339616 |
| SEC # | 801-135169 |
| CIK # | |
| AUM | 105.0 M (2026-03-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 919-452-1370 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 40.0 |
| (b) Individuals (high net worth individuals) | 5 | 65.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 105.0 |
| By Discretionary | ||
| Discretionary | 155 | 105.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 155 | 105.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.0 | |
| Total | 155 | 105.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwind Financial LLC
✚
|
OR | 105.4 M |
|
Innovative Financial LLC
✚
|
CO | 105.3 M |
|
Morgan-Aly Wealth Management LLC
✚
|
WI | 105.3 M |
|
MD Wealth Advisors Inc
✚
|
NJ | 105.2 M |
|
Petrie Capital Management LLC
✚
|
WA | 105.2 M |
|
Legacy Chief Financial Office LLC
✚
|
TX | 105.1 M |
|
Wealth Engagement LLC
✚
|
GA | 105.0 M |
|
Catalyst Wealth Management LLC
✚
|
TX | 105.0 M |
|
Plum Pointe Wealth Management LLC
✚
|
RI | 104.7 M |
|
SC Thomas & Associates CPA LLC
✚
|
OH | 104.6 M |