# Piedmont Private Wealth, LLC

> Piedmont Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 339616
- Filed as: PIEDMONT PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339616
- AdvisorCensus page: https://advisorcensus.com/firm/piedmont-private-wealth-llc-339616

## Quick answers

**How is Piedmont Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Piedmont Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Piedmont Private Wealth, LLC registered with the SEC or a state?**
Piedmont Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339616.

**How much does Piedmont Private Wealth, LLC manage?**
Piedmont Private Wealth, LLC reports $105,000,000 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**What types of clients does Piedmont Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (5).

**Which custodians does Piedmont Private Wealth, LLC use?**
Piedmont Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Piedmont Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339616

**What changed in Piedmont Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $105,000,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,000,000
- Discretionary: $105,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $40,000,000 |
| High net worth individuals | 5 | $65,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- piedmontpw.com
- LinkedIn @35584842

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $105,000,000.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Piedmont Private Wealth, LLC (CRD 339616): Form ADV filing data as of October 2026.