MULLINS INVESTMENT SERVICES, LLC
Legal name: PIEDMONT WEALTH MANAGEMENT
CRD #155899 SEC #801-129622 CULPEPER, VA 540-317-5372
SEC Registered
Total AUM
$128.4M
Discretionary
$125.7M
Employees
2
Clients
26
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $128.4M | $125.7M | $2.7M | 2 | 5 |
| Jan 2025 | $128.4M | $125.7M | $2.7M | 2 | 5 |
| Dec 2024 | $102.4M | $100.1M | $2.3M | 2 | 4 |
| Dec 2024 | $102.4M | $100.1M | $2.3M | 2 | 4 |
| Feb 2024 | $102.4M | $100.1M | $2.3M | 2 | 4 |
| Feb 2024 | $102.4M | $100.1M | $2.3M | 2 | 4 |
| Jun 2011 | $40M | $40M | $0 | 5 | -- |
| May 2011 | $40M | $40M | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$128.4M
Discretionary$125.7M
Non-Disc.$2.7M
Employees2
Clients5
DateJan 2025
Total AUM$128.4M
Discretionary$125.7M
Non-Disc.$2.7M
Employees2
Clients5
DateDec 2024
Total AUM$102.4M
Discretionary$100.1M
Non-Disc.$2.3M
Employees2
Clients4
DateDec 2024
Total AUM$102.4M
Discretionary$100.1M
Non-Disc.$2.3M
Employees2
Clients4
DateFeb 2024
Total AUM$102.4M
Discretionary$100.1M
Non-Disc.$2.3M
Employees2
Clients4
DateFeb 2024
Total AUM$102.4M
Discretionary$100.1M
Non-Disc.$2.3M
Employees2
Clients4
DateJun 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--