Piedmont Private Wealth, LLC
● SEC registered since 2026CRD 339616SEC# 801-135169
Reg. AUM
$105M
Employees
1
Accounts
155
Location
—
Piedmont Private Wealth, LLC assets under management
Piedmont Private Wealth, LLC is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $105 million in regulatory assets under management and employs 1 people.
Piedmont Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marcus Todd Terdik Control | Managing Member/ Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Piedmont Private Wealth, LLC manage?
Piedmont Private Wealth, LLC reports $105 million in regulatory assets under management on its Form ADV.
How many employees does Piedmont Private Wealth, LLC have?
Piedmont Private Wealth, LLC reports 1 employees.
Does Piedmont Private Wealth, LLC disclose fund performance?
Piedmont Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 919 452 1370 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$105Mregulatory AUM
Discretionary $105M