PIEDMONT WEALTH MANAGEMENT
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 340285
- Registered since
- January 1, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.24%
- Individuals30.53%
- Charitable Organizations1.17%
- Corporations / Businesses1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Piedmont Wealth Management is an independent registered investment advisor organized as an LLC. The firm serves individual and family clients and reports a mix of fee arrangements — percentage-of-AUM charges alongside hourly and fixed fees — to deliver financial planning, portfolio management for individuals and small businesses, and pension consulting services. According to the snapshot data, Piedmont Wealth Management completed SEC registration in 2026 and is owned by a combination of a domestic entity and an individual. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- US Government Bonds18%
- Exchange Traded Equities13%
- Cash & Cash Equivalents2%
- Private Funds1%
Owners & executives
1 of 1JAMES MULLINS
Chief Compliance OfficerCRD 3074374
Contacts
2 of 2SHANNON ROWAN
Executive Vice PresidentCRD 1752276
JOHN COLEMAN
OwnerCRD 4829632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 100 S Fairfax St
- Time zone
- ET (UTC-5)
- Office locations
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