Reston Wealth Management

RIASEC Registered

Total AUM

$590M

Discretionary

$577M

98% of AUM

Avg account

$332K

Accounts

1,776

Employees

Advisory reps

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

FINTRX

Overview

Reston Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2009. The firm serves both individual/family and institutional clients and offers fee models that include a percentage of assets under management, hourly and fixed fees, and commission arrangements. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as an insurance broker and describes itself as a capital allocator that uses third‑party managers. Reston Wealth Management does not identify itself as an active ESG investor. The firm was named a Top RIA Firm by FA Magazine in 2020.