Overview
Assets Under Management: $477 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 164
Average Client Assets: $2 million
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: 1932450
Last Filing Date: 2025-03-26 14:34:00
Website: https://restonwealth.com