Piedmont Wealth Management

Piedmont Wealth Management (CRD# 155899) is a financial advisory firm headquartered in Culpeper, VA. They manage $39,213,532 in 263 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $149,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, TX, VA

Financial Advisors at Piedmont Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Virginia A. Koontz
CRD#: 5803117
131 W. Davis Street, Culpeper, VA 22701
90
Wealthminder
score

Virginia Koontz (CRD# 5803117) is an Investment Advisor Representative working at Piedmont Wealth Management in Culpeper, VA and has 1 year of experience in the finance industry. Virginia Koontz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James Q. Mullins
CRD#: 3074374
131 W. Davis Street, Culpeper, VA 22701
90
Wealthminder
score

James Mullins (CRD# 3074374) is an Investment Advisor Representative working at Piedmont Wealth Management in Culpeper, VA and has 1 year of experience in the finance industry. James Mullins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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