OAK BARREL WEALTH ADVISORY LLC
Doing business as PIEDMONT WEALTH ADVISORY. SEC Form ADV profile.
Total regulatory AUM
$353,748,214
Discretionary
$353,748,214
Non-discretionary
$0
Firm details
- CRD number
- 333693
- SEC file number
- 801-131508
- Main office
- RESTON, VA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.