# Piedmont Wealth Management: new SEC registration, $156M AUM, Alexandria, VA

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Piedmont Wealth Management |
| Legal name | Burke & Herbert Wealth Services, LLC |
| CRD | 340285 |
| Status | Approved |
| Registered with the SEC | 2026-01-01 |
| Latest Form ADV filing | 2026-04-22 |
| Location | Alexandria, VA, United States |
| Regulatory AUM | $156,063,257 |
| Accounts | 541 |
| Employees | 4 |
| Website | https://piedmontwm.com |

## Why this score
- $156M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340285). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.