BURKE & HERBERT WEALTH SERVICES, LLC
DBA: PIEDMONT WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $156.1M |
| Discretionary | $153.4M98% of AUM |
| Non-Discretionary | $2.6M |
| Client Accounts | 541 |
| Avg Account Size | $288K |
| Employees | 4 |
| Peak AUM | $156.1MApr 2026 |
AUM by Client Type
Total AUM
$156M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $156M | — | — | — | — |
| Discretionary AUM | $153M | — | — | ||
Key Metrics
| Total AUM | $156.1M |
| Discretionary | $153.4M |
| Employees | 4 |
| Client Accounts | 541 |
| Client Range | 0 |
Contact & Location
Address
100 S. FAIRFAX STREET
ALEXANDRIA VA 22314
Phone
(703) 518 - 8361
Filing History
2 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$153M
98.3% of AUM
Non-Discretionary
$3M
1.7% of AUM
Discretionary
Non-Discretionary
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance CompanyPension Consultant