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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SEXTON, JAMES, ALBERT | I | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SEXTON, JAMES, ALBERT | I | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SEXTON, JAMES, ALBERT | I | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SEXTON, JAMES, ALBERT | I | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SEXTON, JAMES, ALBERT | I | DIRECTOR OF FINANCIAL PLANNING AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BIRNIE, DOUGLAS, HART | I | FOUNDER AND MANAGING DIRECTOR | E | Control |
| BIRNIE, DOUGLAS, HART | I | FOUNDER AND MANAGING DIRECTOR | E | Control |
| BIRNIE, DOUGLAS, HART | I | FOUNDER AND MANAGING DIRECTOR | E | Control |
| BIRNIE, DOUGLAS, HART | I | FOUNDER AND MANAGING DIRECTOR | E | Control |
| BIRNIE, DOUGLAS, HART | I | FOUNDER AND MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (8)
CA FL MA MD NC NY PA VA
Address
12030 SUNRISE VALLEY DRIVESUITE 325
RESTON, VA 20191
United States
Phone: (571) 313-5125