Piedmont Private Wealth, LLC

Overview

Piedmont Private Wealth, LLC is an independent registered investment adviser that delivers financial planning and discretionary portfolio management services to individuals and families, as well as small business owners. The firm runs a fee model based on a percentage of assets under management and focuses its allocations primarily on public equities. Its practice centers on creating customized, discretionary portfolios for a relatively small client base, combining ongoing planning with portfolio oversight rather than acting as a capital allocator or pension consultant. The adviser is not an active ESG investor and does not position itself as a multi-state or related adviser. Investment activity centers on separately managed account structures and exchange-traded exposures, reflecting a preference for liquid, easily tradable instruments as the backbone of client portfolios. The firm’s advisory activities emphasize direct portfolio construction and monitoring, rather than fund-of-fund allocations or wholesale alternative-asset placement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices