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PIEDMONT WEALTH MANAGEMENT

ALEXANDRIA, VA · CRD 340285 · IAPD ↗ · piedmontwm.com · (703) 518 - 8361

$156.1MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — PIEDMONT WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2026 — PIEDMONT WEALTH MANAGEMENT (ALEXANDRIA, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.