1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PRESTON WEALTH ADVISORS, LLC.

Map pinRESTON, VA
Phone703-757-0419
NotebookSEC #801-81195
Total AUM
$286M
Employees
5
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1886 METRO CENTER DRIVE
SUITE 620
RESTON
VA 20190
United States
Operating Hours
9:30-4:30
Monday - Friday
Phone
703-757-0419

ReceiptFinancials

Total AUM
$286M
Accounts
886
Discretionary
$286M
Accounts
886
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
237
AUM
$67.7M
HNW Individual Clients
64
AUM
$175.4M
Pooled Vehicle Clients
2
AUM
$30.1M
Pension/Profit Sharing Plan Clients
8
AUM
$12.2M
Charitable Organization Clients
1
AUM
$625K
Other Clients
83
AUM
$0
Description of Other Clients
529 COLLEGE SAVINGS PLANS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CADCFLLAMDMINCNYOHPASCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account