# Piedmont Wealth Advisory

Piedmont Wealth Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://piedmontwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/piedmont-wealth-advisory

## Regulatory record

- **CRD number:** 333693
- **SEC file number:** 801-131508
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333693

## About

PIEDMONT WEALTH ADVISORY is an SEC-registered investment adviser in RESTON, VA, registered since 2024. The firm manages approximately $354 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Piedmont Wealth Advisory?

The identity of Piedmont Wealth Advisory's investment decision-makers is not a matter of public record. No named principals, CIOs, or managing directors have been linked to the entity in regulatory filings, press reports, or industry directories. Without a public website or LinkedIn presence, the firm's governance and leadership structure remain entirely private.

### Does Piedmont Wealth Advisory make direct investments, fund commitments, or both?

The investment structures used by Piedmont Wealth Advisory—whether direct equity, fund commitments, co-investments, or credit—are not disclosed publicly. No direct deal, SPV participation, or LP commitment attributed to the firm has been identified in transaction databases or news archives.

### What is Piedmont Wealth Advisory's known posture on co-investments alongside external GPs?

Piedmont Wealth Advisory's co-investment activity is not described in any public source. Without evidence of GP relationships, club deal participation, or named limited partner appearances, the firm's posture toward external co-investment arrangements is unknown.

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Last updated: 2026-07-06T01:24:23.267Z

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