BURKE & HERBERT WEALTH SERVICES, LLC
Doing business as PIEDMONT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$156,063,257
Discretionary
$153,421,322
Non-discretionary
$2,641,935
Firm details
- CRD number
- 340285
- SEC file number
- 801-135403
- Main office
- ALEXANDRIA, VA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://piedmontwm.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.