PRESTON WEALTH ADVISORS, LLC.

RESTON, Virginia·7 registered advisors·CRD# 165983
SEC# 801-811950703-757-0419
01

Firm Overview

AUM
$215M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Other advisory services
Charitable organization or education services
Compensation
Percentage of AUM
Performance-based fees
Other: SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at PRESTON WEALTH ADVISORS, LLC.

7 registered advisors
Aaron Andrew Berman
RESTON, Virginia
Allison Baum Beinecke
RESTON, Virginia
Gregory Dean Mattingly
RESTON, Virginia
Lucas W Hodge
RESTON, Virginia
Maria Gabriela Brazley
RESTON, Virginia
Rena Amal Jabbour
RESTON, Virginia
Theodore James Doremus
RESTON, Virginia
05

Office Locations

RESTON, Virginia
7 advisors

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Data sourced from SEC Form ADV filings. PRESTON WEALTH ADVISORS, LLC. (CRD# 165983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.