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PIEDMONT PRIVATE WEALTH, LLC

CRD 339616 · SEC 801-135169

Visit website

NC, United States

Phone

919 452 1370

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$105.0M

Discretionary AUM

$105.0M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)ASSET ALLOCATION SERVICES, ADVISORY CONSULTING

Client types

TypeClientsAUM
Individuals51$40.0M
High net worth individuals5$65.0M

States served

NC, TX

All web addresses on file

Official SEC filing: View on IAPD