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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2025
- Office Locations
- 3
Office Locations
About Piedmont Wealth Management
Piedmont Wealth Management is a Alexandria-based RIA with 3 offices. The firm has been operating for 1 years. Managing $156.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 2 advisory representatives and 237 clients, or 118.5 clients per representative. That equates to $658.5K in reported AUM per client.
The profile lists 3 reported office locations and 1 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES QUINTIN MULLINS
Chief Compliance Officer, SENIOR VICE PRESIDENT
- CRD
- #3074374
- Ownership
- Less than 5%
SHANNON BARROW ROWAN
Executive Vice President, President
- CRD
- #1752276
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN PHILIP COLEMAN
--
- CRD
- #4829632
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,421,322 | $286,769 |
| Non-Discretionary | $2,641,935 | $440,323 |
| Total | $156,063,257 | $288,472 |
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Separately Managed Accounts
SMA allocation detail is available
Piedmont Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.