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RESTON WEALTH MANAGEMENT
RESTON WEALTH MANAGEMENT, LLC.
CRD 148816 · SEC 801-70555
1984 ISAAC NEWTON SQUARE WEST, SUITE 107, RESTON, VA, 20190-5039, United States
Phone
703-481-2280
Fax
703-935-6402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$589.9M
Discretionary AUM
$577.0M
Team
8 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $120.4M |
| High net worth individuals | 173 | $448.4M |
| Pension/profit sharing plans | 7 | $12.4M |
| Charitable organizations | 1 | $2.1M |
| Corporations/business entities | 3 | $6.7M |
States served
CA, DC, GA, MD, NC, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD