Investment adviser · CRD 170727

MIDDLEBURG WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

MIDDLEBURG, VA, United States · Form ADV filed May 16, 2014

Regulatory AUM
$91.6M
Form ADV · Item 5.F
Client accounts
310
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 16, 2014. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

4 N MADISON STREET
MIDDLEBURG, VA, 20118, United States

CRD 170727

Filing source

Form ADV 824762 · May 16, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.