Preston Wealth Advisors, LLC.
● SEC registered since 2015CRD 165983SEC# 801-81195Reston, VA
Ranks #4,649 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$286M
Fund GAV
$32.3M
Private funds
2
Employees
5
Accounts
886
Location
Reston, VA
Preston Wealth Advisors, LLC. assets under management
Preston Wealth Advisors, LLC. is a registered investment adviser overseen by the SEC based in Reston, VA. The firm has been registered since 2015. It reports $286 million in regulatory assets under management and employs 5 people. Preston Wealth Advisors, LLC. manages 2 private funds with combined gross assets of $32.3 million, including Govcon Fund L.P. By regulatory assets, it ranks 4,649 of 6,004 private fund managers.
Preston Wealth Advisors, LLC. private funds
2 funds · $32.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Govcon Fund L.P. | Private Equity | $21.8M | $250K |
| Govcon Fund II, LP | Private Equity | $10.5M | $250K |
Preston Wealth Advisors, LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Dean Mattingly Control | Cfo, Managing Member | 25-50% | 2013 |
| Theodore James Doremus Control | Ceo, Cco, Managing Member | 50-75% | 2012 |
Frequently asked questions
How much does Preston Wealth Advisors, LLC. manage?
Preston Wealth Advisors, LLC. reports $286 million in regulatory assets under management on its Form ADV.
How many private funds does Preston Wealth Advisors, LLC. manage?
Preston Wealth Advisors, LLC. manages 2 private funds with combined gross assets of $32.3 million.
How many employees does Preston Wealth Advisors, LLC. have?
Preston Wealth Advisors, LLC. reports 5 employees.
Where is Preston Wealth Advisors, LLC. located?
Preston Wealth Advisors, LLC. is based in Reston, VA and has been SEC-registered since 2015.
Does Preston Wealth Advisors, LLC. disclose fund performance?
Preston Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1886 Metro Center Drive, Suite 620, Reston, VA 20190 |
| Phone | 703-757-0419 |
| Fax | 703-757-0430 |
| Office hours | 9:30-4:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$286M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
AUM vs fund managersTop 77%
Larger than 23% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$286Mregulatory AUM
Discretionary $286M