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Building 2RESTON WEALTH MANAGEMENT

Map pinRESTON, VA
Phone703-481-2280
NotebookSEC #801-70555
Total AUM
$589.9M
Employees
8
Clients
491

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1984 ISAAC NEWTON SQUARE WEST
SUITE 107
RESTON
VA 20190-5039
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
703-481-2280

ReceiptFinancials

Total AUM
$589.9M
Accounts
1,776
Discretionary
$577M
Accounts
1,743
Non-Discretionary
$13M
Accounts
33

ContactClients

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Individual Clients
307
AUM
$120.4M
HNW Individual Clients
173
AUM
$448.4M
Pension/Profit Sharing Plan Clients
7
AUM
$12.4M
Charitable Organization Clients
1
AUM
$2.1M
Corporation or Business Clients
3
AUM
$6.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLGAMDNCPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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