Active
PIEDMONT WEALTH MANAGEMENT
Investment Advice|CULPEPER, VA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$128.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 125.7M |
| Non-Discretionary | 2.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 155899 |
| SEC Number | 801-129622 |
| Street Address | 131 W. DAVIS STREET |
| Location | CULPEPER, VA 22701 |
| Country | United States |
| Phone | 540-317-5372 |
| Fax | 540-317-5382 |
| Total Employees | 2 |
Client Count by Type (239 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 198 |
| High Net Worth Individual… | 41 |
Community Partners
COUNTY OF CULPEPER
TOWN OF CULPEPER
COUNTY OF CULPEPER
TOWN OF CULPEPER
COUNTY OF CULPEPER
TOWN OF CULPEPER
Municipal Government
2 Active
2
Organizations
CULPEPER SOIL AND WATER CONSERVATION DISTRICT
RAPPAHANNOCK-RAPIDAN REGIONAL COMMISSION
CULPEPER SOIL AND WATER CONSERVATION DISTRICT
RAPPAHANNOCK-RAPIDAN REGIONAL COMMISSION
CULPEPER SOIL AND WATER CONSERVATION DISTRICT
RAPPAHANNOCK-RAPIDAN REGIONAL COMMISSION
Special District
2 Active
2
Organizations
CULPEPER CO SCHS
EASTERN VIEW HIGH SCHOOL
CULPEPER CO SCHS
EASTERN VIEW HIGH SCHOOL
CULPEPER CO SCHS
EASTERN VIEW HIGH SCHOOL
School District
2 Active
2
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
540 ATHLETIC CLUB OF VIRGINIA
6328 Club Inc
Aging Together Corporation
AGLOW INTERNATIONAL
AIRLINE SECURITY CONSULTANT GROUP
ALL-STARS ACCESSIBILITY LINKING LIVES INITIATIVES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FOUNDATION FOR RESEARCH & CONSUMER EDUC IN SOCL WORK REG INC
AMERICAN FROZEN FOOD INSTITUTE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
540 ATHLETIC CLUB OF VIRGINIA
6328 Club Inc
Aging Together Corporation
AGLOW INTERNATIONAL
AIRLINE SECURITY CONSULTANT GROUP
ALL-STARS ACCESSIBILITY LINKING LIVES INITIATIVES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FOUNDATION FOR RESEARCH & CONSUMER EDUC IN SOCL WORK REG INC
AMERICAN FROZEN FOOD INSTITUTE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
540 ATHLETIC CLUB OF VIRGINIA
6328 Club Inc
Aging Together Corporation
AGLOW INTERNATIONAL
AIRLINE SECURITY CONSULTANT GROUP
ALL-STARS ACCESSIBILITY LINKING LIVES INITIATIVES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN FOUNDATION FOR RESEARCH & CONSUMER EDUC IN SOCL WORK REG INC
AMERICAN FROZEN FOOD INSTITUTE
Nonprofit Organization
250 Active
250
Organizations
Community Partners56 organizations
COUNTY OF CULPEPER
Municipal Government·CULPEPER
RAPPAHANNOCK-RAPIDAN REGIONAL COMMISSION
Special District·CULPEPER
EASTERN VIEW HIGH SCHOOL
School District·CULPEPER
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Culpeper
540 ATHLETIC CLUB OF VIRGINIA
Nonprofit Organization·Culpeper
6328 Club Inc
Nonprofit Organization·Culpeper
Aging Together Corporation
Nonprofit Organization·Culpeper
AGLOW INTERNATIONAL
Nonprofit Organization·Culpeper
AIRLINE SECURITY CONSULTANT GROUP
Nonprofit Organization·Culpeper
ALL-STARS ACCESSIBILITY LINKING LIVES INITIATIVES
Nonprofit Organization·Culpeper
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Culpeper
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·CULPEPER
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Culpeper
AMERICAN FOUNDATION FOR RESEARCH & CONSUMER EDUC IN SOCL WORK REG INC
Nonprofit Organization·Culpeper
AMERICAN FROZEN FOOD INSTITUTE
Nonprofit Organization·CULPEPER
AMERICAN LEGION POST 330 AUXILIARY
Nonprofit Organization·Culpeper
AMERICAN LEGION POST 330 CULPEPER
Nonprofit Organization·CULPEPER
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·CULPEPER
ANALYSIS PLANNING & MANAGEMENT
Nonprofit Organization·CULPEPER
Ancient Free & Accepted Masons of
Nonprofit Organization·Culpeper
ANDRUS FOUNDATION
Nonprofit Organization·CULPEPER
ARGYLL FOUNDATION
Nonprofit Organization·CULPEPER
ARTS & CULTURE CENTER IN CULPEPER INC
Nonprofit Organization·Culpeper
ASSOCIATION OF OPERATING ROOM NURSES INC
Nonprofit Organization·Culpeper
ASSOCIATION OF SOCIAL WORK BOARDS
Nonprofit Organization·CULPEPER
AUXILIARY OF THE UNITED TRANSPORTATION UNION
Nonprofit Organization·Culpeper
BEING THE CHANGE INCORPORATED
Nonprofit Organization·Culpeper
Big Man Foundation
Nonprofit Organization·Culpeper
BIKERS FOR CHRIST
Nonprofit Organization·Culpeper
BIPOLARAWARE ORG
Nonprofit Organization·Culpeper
BLUE AND RED SANTA PROJECT
Nonprofit Organization·Culpeper
BLUE DEVIL ATHLETIC BOOSTERS CLUB INC
Nonprofit Organization·Culpeper
BLUE DEVIL BACKERS INC
Nonprofit Organization·Culpeper
BLUE RIDGE BORDER COLLIE RESCUE INC
Nonprofit Organization·CULPEPER
BLUE RIDGE CHORALE OF CULPEPER INC
Nonprofit Organization·CULPEPER
BLUE RIDGE RFC
Nonprofit Organization·Culpeper
BRANDY STATION
Nonprofit Organization·Culpeper
BREAD OF LIFE DELIVEREANCE MINISTRIES
Nonprofit Organization·Culpeper
CAMBO INC
Nonprofit Organization·Culpeper
CANTERBURY GROUP HOME CORP
Nonprofit Organization·CULPEPER
Career Partners Inc
Nonprofit Organization·Culpeper
CATHOLIC APOLOGETICS INSTITUTE OF NORTH AMERICA
Nonprofit Organization·Culpeper
CEDAR MOUNTAIN BATTLEFIELD INC
Nonprofit Organization·Culpeper
CEDAR MOUNTAIN YOUTHS INC
Nonprofit Organization·Culpeper
CELEBRATE EDUCATIONAL EDUCATIONL FOUNDATION INC
Nonprofit Organization·Culpeper