Unclaimed Profile

Lucas W Hodge

PRESTON WEALTH ADVISORS, LLC.·RESTON, Virginia

SIE, Series 65Clean record2 years registeredPRESTON WEALTH ADVISORS, LLC.

1886 METRO CENTER DRIVE, RESTON, VA 20190CRD# 7353350Firm CRD# 165983

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lucas W Hodge · RESTON, VA

Registration

CRD #7353350 · PRESTON WEALTH ADVISORS, LLC. · 2 years registered

Brand Profile

Not yet started

Career History

MONUMENT WEALTH MANAGEMENT

Mar 2026 – present

VERDENCE CAPITAL ADVISORS, LLC

Oct 2024 – Mar 2026

Alexandria, VA

PRESTON WEALTH ADVISORS, LLC.

Feb 2024 – Oct 2024

RESTON, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Registration record

First registered · February 19, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESTON WEALTH ADVISORS, LLC.

CRD 165983 · SEC 801-81195

AUM

$215M

Regulatory assets under management

Employees

1,043 client accounts

Services offered by PRESTON WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRESTON WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Lucas W Hodge offer?

Lucas W Hodge specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RESTON, Virginia for a consultation.

What are Lucas W Hodge's credentials?

Lucas W Hodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lucas W Hodge located?

Lucas W Hodge is based in RESTON, Virginia, working with PRESTON WEALTH ADVISORS, LLC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Lucas W Hodge charge for services?

Lucas W Hodge's firm is compensated through percentage of aum, performance-based fees, other: subscription fees from advisory firms for market indicators. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESTON WEALTH ADVISORS, LLC.?

PRESTON WEALTH ADVISORS, LLC. has approximately 6 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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