$156.1M Total AUM
$153.4M Disc. AUM
-- 3Y CAGR
4 Employees
237 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-2025
- Office Locations
- 3
Office Locations
100 S. Fairfax Street Alexandria VA
131 W. Davis Street Culpeper VA
608 Westwood Office Park Fredericksburg VA
About Piedmont Wealth Management
Piedmont Wealth Management is a Alexandria-based RIA with 3 offices. The firm has been operating for 0 years. Managing $156.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
50 AVG AGE
$78.0M AVG AUM / ADVISOR
$658.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMES QUINTIN MULLINS
Chief Compliance Officer, SENIOR VICE PRESIDENT
- CRD
- #3074374
- Ownership
- Less than 5%
Available
Available
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S
SHANNON BARROW ROWAN
Executive Vice President, President
- CRD
- #1752276
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JOHN PHILIP COLEMAN
--
- CRD
- #4829632
Available
Available
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Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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