OAK BARREL WEALTH ADVISORY LLC
Legal name: PIEDMONT WEALTH ADVISORY
CRD #333693 SEC #801-131508 RESTON, VA (571) 313-5125
SEC Registered
Total AUM
$267.8M
Discretionary
$267.8M
Employees
3
Clients
51
Accounts
518
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $267.8M | $267.8M | $0 | 3 | 131 |
| Feb 2025 | $267.8M | $267.8M | $0 | 3 | 131 |
| Dec 2024 | $0 | $0 | $0 | 3 | 0 |
| Oct 2024 | $0 | $0 | $0 | 3 | 0 |
| Oct 2024 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees3
Clients131
DateFeb 2025
Total AUM$267.8M
Discretionary$267.8M
Non-Disc.$0
Employees3
Clients131
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0