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Oak Barrel Wealth Advisory LLC

● SEC registered since 2024CRD 333693SEC# 801-131508Reston, VA
Export (members)
Reg. AUM
$267.8M
Employees
3
Accounts
518
Location
Reston, VA

Oak Barrel Wealth Advisory LLC assets under management

Oak Barrel Wealth Advisory LLC is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 2024. It reports $267.8 million in regulatory assets under management and employs 3 people.
www.piedmontwealthadvisory.comView on SEC.gov ↗

Oak Barrel Wealth Advisory LLC owners & executives

2 reported
NameTitleOwnershipSince
Douglas Hart Birnie ControlFounder And Managing DirectorOver 75%2024
James Albert Sexton ControlDirector Of Financial Planning And Chief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Oak Barrel Wealth Advisory LLC manage?

Oak Barrel Wealth Advisory LLC reports $267.8 million in regulatory assets under management on its Form ADV.

How many employees does Oak Barrel Wealth Advisory LLC have?

Oak Barrel Wealth Advisory LLC reports 3 employees.

Where is Oak Barrel Wealth Advisory LLC located?

Oak Barrel Wealth Advisory LLC is based in Reston, VA and has been SEC-registered since 2024.

Does Oak Barrel Wealth Advisory LLC disclose fund performance?

Oak Barrel Wealth Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12030 Sunrise Valley Drive, Suite 325, Reston, VA 20191
Phone(571) 313-5125
Fax5714492076
Office hours9 a.m. - 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$267.8M
Non-discretionary$0
Total (RAUM)$267.8M