Investment adviser · CRD 340285
PIEDMONT WEALTH MANAGEMENT
Investment adviser filing (IA)
BURKE & HERBERT WEALTH SERVICES, LLC
ALEXANDRIA, VA, United States · Form ADV filed Apr 22, 2026
- Regulatory AUM
- $156M Form ADV · Item 5.F
- Client accounts
- 541 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 53 | $104,943,529 | 67.2% |
| Individuals | 184 | $47,639,639 | 30.5% |
| Charities | Fewer than 5 | $1,831,388 | 1.2% |
| Corporations & businesses | Fewer than 5 | $1,648,701 | 1.1% |
Filing source
Form ADV 2092084 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Apr 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 S. FAIRFAX STREETALEXANDRIA, VA, 22314, United States
CRD 340285
Filing source
Form ADV 2092084 · Apr 22, 2026 · 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.