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PIEDMONT WEALTH MANAGEMENT

BURKE & HERBERT WEALTH SERVICES, LLC

CRD 340285 · SEC 801-135403

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100 S. FAIRFAX STREET, ALEXANDRIA, VA, 22314, United States

Phone

(703) 518 - 8361

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$156.1M

Discretionary AUM

$153.4M

Team

4 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals184$47.6M
High net worth individuals53$104.9M

States served

VA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD