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PIEDMONT WEALTH ADVISORY

OAK BARREL WEALTH ADVISORY LLC

CRD 333693 · SEC 801-131508

Visit website

12030 SUNRISE VALLEY DRIVE, SUITE 325, RESTON, VA, 20191, United States

Phone

(571) 313-5125

Fax

5714492076

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$353.7M

Discretionary AUM

$353.7M

Team

3 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals112$28.6M
High net worth individuals103$318.8M

States served

CA, MD, MA, NY, NC, PA, VA, FL

All web addresses on file

Official SEC filing: View on IAPD