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PRESTON WEALTH ADVISORS, LLC.
CRD 165983 · SEC 801-81195
1886 METRO CENTER DRIVE, SUITE 620, RESTON, VA, 20190, United States
Phone
703-757-0419
Fax
703-757-0430
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.0M
Discretionary AUM
$286.0M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Performance-based fees; SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $67.7M |
| High net worth individuals | 64 | $175.4M |
| Pooled investment vehicles | 2 | $30.1M |
| Pension/profit sharing plans | 8 | $12.2M |
States served
CA, DC, LA, MD, MI, NY, NC, OH, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD