P
CRD: 339616
Piedmont Private Wealth, LLC
Raleigh, NC
9194521370
$105.0M Total AUM
$105.0M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-05-2026
- Office Locations
- 1
Office Locations
-- Raleigh NC
About Piedmont Private Wealth, LLC
Piedmont Private Wealth, LLC is a Raleigh-based RIA. The firm has been operating for 0 years. Managing $105.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$105.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Summit Alpha ridge Unison Unison
Client Personas
Zenith
Investment Themes
Vital
Investment Vehicles
Pioneer
Services
Zenith zenith Oak atlas Ridge focus Beacon Radial vertex Crest
Owner & Executives
MARCUS TODD TERDIK
Chief Compliance Officer, Managing Member
- CRD
- #2653954
- Ownership
- 75% or more
(499) 470-2794
momentum.beacon@primecapital.com
in linkedin.com/in/focus-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,000,000 | $677,419 |
| Non-Discretionary | $0 | -- |
| Total | $105,000,000 | $677,419 |
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Separately Managed Accounts
Total SMA Asset: $105,000,000
Equity - Exchange:
10.8% Corporate - Investment Grade:
25.9% Municipal Bonds:
6.5% Corporate - Non-Investment Grade:
21.9% U.S. Government/Agency:
23.0% Cash:
11.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $506,218,832 | 10.8% |
| Corporate - Investment Grade | $1,213,987,754 | 25.9% |
| Municipal Bonds | $304,668,741 | 6.5% |
| Corporate - Non-Investment Grade | $1,026,499,298 | 21.9% |
| U.S. Government/Agency | $1,078,058,624 | 23.0% |
| Cash | $557,778,158 | 11.9% |
| Total | $4,687,211,407 | 100.0% |