OAK BARREL WEALTH ADVISORY LLC

PIEDMONT WEALTH ADVISORY
RESTON, Virginia·2 registered advisors·CRD# 333693
SEC# 801-1315081(571) 313-5125
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OAK BARREL WEALTH ADVISORY LLC

2 registered advisors
Douglas Hart Birnie
RESTON, Virginia
James Albert Sexton
RESTON, Virginia
05

Office Locations

RESTON, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. OAK BARREL WEALTH ADVISORY LLC (CRD# 333693) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.