PRESTON WEALTH ADVISORS, LLC.

Overview

Preston Wealth Advisors, LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small institutions. The firm blends separately managed account strategies with pooled investment vehicles it sponsors and manages, and it also functions as an insurance broker. Investment activity emphasizes public, liquid equities held in exchange-traded form alongside private fund commitments and select alternative exposures. The firm is not an active ESG investor and does not operate as a multi-state adviser. Service offerings include traditional wealth management and financial planning, portfolio management for individuals and pooled vehicles, pension consulting and educational workshops. The adviser also employs performance-based fee arrangements for certain clients and pooled vehicles, which aligns incentives for managers running private fund structures and active strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices