Reston Wealth Management
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 148816
- Registered since
- September 10, 2009
- Website
- www.restonwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI76%
- Individuals20.41%
- Pension & Profit Sharing Plans2.1%
- Corporations / Businesses1.14%
- Charitable Organizations0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Reston Wealth Management is an independent, owner-operated limited liability company that has been SEC-registered since 2009. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee model is mixed — percentage of AUM alongside hourly and fixed fees, and it also generates commission business tied to insurance brokerage activities. Reston does not position itself as an ESG investor. The firm was listed among Top RIA Firms by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Contacts
3 of 4
Crystal Matlock
Wealth AdvisorCRD 2585322
Robert Tucker
President and FounderCRD 1610751
Alexander Voorhees
Wealth AdvisorCRD 6153993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$507M in ETFs
91%
$463M
9%
$44.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $73.6M | 2,366,034 | 14.51% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1984 Isaac Newton Sq W
- Time zone
- ET (UTC-5)
- Office locations
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