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Building 2PIEDMONT WEALTH MANAGEMENT

Map pinCULPEPER, VA
Phone540-317-5372
NotebookSEC #801-129622
Total AUM
$128.4M
Employees
2
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
131 W. DAVIS STREET
CULPEPER
VA 22701
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
540-317-5372
Other Offices
1

ReceiptFinancials

Total AUM
$128.4M
Accounts
500
Discretionary
$125.7M
Accounts
485
Non-Discretionary
$2.7M
Accounts
15

ContactClients

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Individual Clients
198
AUM
$49.4M
HNW Individual Clients
41
AUM
$77.4M
Charitable Organization Clients
1
AUM
$1.3M
Corporation or Business Clients
1
AUM
$415.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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