Data / Investment advisers / Virginia / Preston Wealth Advisors, LLC.
Preston Wealth Advisors, LLC., Reston, VA: $286 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Preston Wealth Advisors, LLC. is an SEC registered investment adviser with its main office in Reston, Virginia and reports $286 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 2 private funds.
The request: Watch Preston Wealth Advisors, LLC. (CRD number 165983): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 165983
- SEC file number
- 801-81195
- SEC status
- Approved, effective April 13, 2015
- Main office
- 1886 Metro Center Drive Suite 620, Reston, VA 20190
- Phone
- (703) 757-0419
- Website
- prestonwealthadvisors.com
- Regulatory AUM
- $285,980,470 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $285,980,470
- Accounts
- 886
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $32,332,403
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 64 | $175.4 million |
| Individuals (other than high net worth individuals) | 237 | $67.7 million |
| Pooled investment vehicles | 2 | $30.1 million |
| Pension and profit sharing plans | 8 | $12.2 million |
| Charitable organizations | Fewer than 5 | $624,953 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $286 million | March 24, 2026 |
| December 1, 2025 | $261.3 million | March 19, 2025 |
Other advisers in Reston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hopwood Financial Services, Inc. | Reston | $750.3 million | Not listed | adviserinfo.sec.gov |
| Reston Wealth Management | Reston | $589.9 million | Not listed | adviserinfo.sec.gov |
| Sentinel Wealth Management, Inc. | Reston | $388.8 million | Not listed | adviserinfo.sec.gov |
| Piedmont Wealth Advisory | Reston | $353.7 million | Not listed | adviserinfo.sec.gov |
| Integrated Financial Solutions, Inc. | Reston | $303.3 million | Not listed | adviserinfo.sec.gov |
| Investology Inc. | Reston | $250 million | Not listed | adviserinfo.sec.gov |
| Buchanan Wealth Management | Reston | $212 million | Not listed | adviserinfo.sec.gov |
| T.M. Wealth Management | Reston | $209.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Reston, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Preston Wealth Advisors, LLC. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.