Piedmont Wealth Advisory Revenue

Financial Services • Reston, Virginia, United States • 1-10 Employees

Piedmont Wealth Advisory revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contacts at Piedmont Wealth Advisory

Doug Birnie

Founder & Managing Partner

Jamie Sexton

Director Of Financial Planning, Cfp®

Douglas Birnie

Managing Director

Company overview

Headquarters	12030 Sunrise Valley Dr, Suite 325, Reston, Virginia 20191, US
Phone number	+15713135125
Websites	piedmontwealthadvisory.com piedmontwa.com
NAICS	52
SIC	628
Keywords	Financial Planning, Investment Advisory, Estate Planning, Mutual Funds, Client Focused, Exchange Traded Funds, Portfolio Advisory, Flat Fee Pricing, Divorce Financial Advisory, Full Financial Fiduciary
Founded	2017
Employees	1-10
Socials

About Piedmont Wealth Advisory

Piedmont Wealth Advisory provides comprehensive financial planning and investment management services to individuals, families and foundations. As an independent advisory firm, our non-biased and fully objective guidance and open architecture use of investment vehicles is completely client focused. As Fiduciaries (always placing clients financial interests in front of those of the advisor or firm), Piedmont has embraced an “open architecture” structure which permits utilization of investment vehicles regardless of their company origin or affiliation. This independence eliminates the conflicts of interest inherent to advisors or teams affiliated with nationally recognized broker dealers / investment firms. We have no product sales goals or revenue thresholds to exceed in order to earn additional compensation. The result is a completely transparent and exceptionally client focused “same side of the table” advisory partnership. Additionally, we are proud of our specialized expertise in assisting individuals proceed thru the difficult financial aspects associated with divorce. Relationships are not created in one meeting. We believe true lasting professional relationships are established in the same fashion a fine wine develops its unique and excellent characteristics – subtly over time. We adhere to the belief that professional relationships gradually become deeply personal relationships when they are carefully built on continued authentic displays of trust, confidentiality, integrity and service.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Director

Entry

Employees by Department

Piedmont Wealth Advisory has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Piedmont Wealth Advisory has never raised funding before.

Piedmont Wealth Advisory Tech Stack

Discover the technologies and tools that power Piedmont Wealth Advisory's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Joomla

CMS

Apache HTTP Server

Web servers

reCAPTCHA

Security

UIKit

UI frameworks

jQuery

JavaScript libraries

Constant Contact

Underscore.js

JavaScript libraries

Google Tag Manager

Tag managers

PHP

Programming languages

Calendly

Appointment scheduling

Open Graph

Miscellaneous

Frequently asked questions

Piedmont Wealth Advisory is located in Reston, Virginia, US.

You can reach Piedmont Wealth Advisory at +15713135125.

Piedmont Wealth Advisory generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Piedmont Wealth Advisory has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Piedmont Wealth Advisory was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Piedmont Wealth Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.