# Piedmont Private Wealth, LLC

Piedmont Private Wealth, LLC is a RIA based in Greenville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** Greenville, SC, United States
- **Assets under management:** Undisclosed
- **Website:** piedmontprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/35584842

## Regulatory record

- **CRD number:** 339616
- **SEC file number:** 801-135169
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339616

## About

Piedmont Private Wealth is a boutique wealth management practice whose team manages financial portfolios with goal-based investment strategies tailored to grow, protect, leverage, and transfer wealth throughout clients' lives. The firm serves as an extension of the client's family and builds personalized investment plans based on assets, goals, and liquidity needs. Its process manages risk and reduces tax liability with minimal fees, offering objective advice based solely on need.

## People

- Marc Terdik — Private Wealth Advisor Managing Principal of Piedmont Private Wealth

## Related profiles

- [BRAINTRUST](https://altss.com/profile/braintrust)
- [AVICENE](https://altss.com/profile/avicene)

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Last updated: 2026-08-11T15:07:49.000Z

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