Piedmont Wealth Advisory

Overview

Piedmont Wealth Advisory is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advisory work for individual and family clients, offering comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Its fee mix includes both percentage‑of‑AUM and fixed‑fee arrangements. Piedmont identifies itself as a capital allocator, building client portfolios using outside managers rather than acting solely as a single manager. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices