A complete list of active advisors currently associated with Piedmont Private Wealth, LLC

Warmer can help you find a great advisor at Piedmont Private Wealth, LLC or one who fits your needs even better.

Piedmont Private Wealth LLC is an independent SEC-registered advisory firm that serves individual clients, including high-net-worth individuals, by offering discretionary portfolio management, asset allocation advice, financial planning, and financial consulting. The firm charges asset-based advisory fees and provides tailored recommendations and periodic reviews to align client portfolios with stated objectives. The firm’s investment process incorporates modern portfolio theory and long-term purchase strategies, implementing diversified allocations across ETFs, mutual funds, municipal bonds, and equities, and at times utilizing model portfolios supplied by unaffiliated managers. Clients typically grant the firm discretionary trading authority, and the adviser may combine household accounts for fee breakpoint determinations while managing cash balances in short-term instruments as part of overall portfolio construction. Notable features include that the firm is newly registered in 2026 yet manages approximately $105 million for a relatively small client base, producing an above-average assets-per-client profile for a solo adviser. The firm routinely requires clients to custody assets at Charles Schwab and relies on Schwab’s institutional platform and services—an arrangement that provides operational support but also directs execution to a single custodian—and the firm does not vote client proxies.

To learn more about the advisors currently working at Piedmont Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Marcus Terdik	Raleigh, NC	19

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