PIEDMONT PRIVATE WEALTH, LLC

PIEDMONT PRIVATE WEALTH, LLC is an SEC-registered investment adviser (CRD 339616). Regulatory assets under management: $105.0M.

Registration

• CRD: 339616
• SEC file number: 801-135169
• Type: Registered investment adviser
• Phone: 919 452 1370
• Latest filing: 2026-03-05
• Regulatory AUM: $105.0M
• Discretionary AUM: $105.0M
• Clients: 1
• Accounts: 155

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 339616 on SEC IAPD (source of record)
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