Overview
Assets Under Management: $477 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 164
Average Client Assets: $2 million
Frequently Asked Questions
RESTON WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148816), RESTON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RESTON WEALTH MANAGEMENT is headquartered in RESTON, VA.
RESTON WEALTH MANAGEMENT serves 164 high-net-worth clients according to their SEC filing dated December 12, 2025. View client details ↓
According to their SEC Form ADV, RESTON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RESTON WEALTH MANAGEMENT manages $477 million in client assets according to their SEC filing dated December 12, 2025.
According to their SEC Form ADV, RESTON WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.51
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 473
Discretionary Accounts: 461
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 148816
Filing ID: 2033654
Last Filing Date: 2025-12-12 10:58:08
Website: 0