Reston Wealth Management, LLC.
● SEC registered since 2009CRD 148816SEC# 801-70555Reston, VA
Reg. AUM
$589.9M
Employees
8
Accounts
1,776
Location
Reston, VA
Reston Wealth Management, LLC. assets under management
Reston Wealth Management, LLC. is an SEC-registered investment adviser based in Reston, VA. The firm has been registered since 2009. It reports $589.9 million in regulatory assets under management and employs 8 people.
Reston Wealth Management, LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Coerte Voorhees | Partner | 10-25% | 2017 |
| Robert Eugene Tucker Control | Managing Member/Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Reston Wealth Management, LLC. manage?
Reston Wealth Management, LLC. reports $589.9 million in regulatory assets under management on its Form ADV.
How many employees does Reston Wealth Management, LLC. have?
Reston Wealth Management, LLC. reports 8 employees.
Where is Reston Wealth Management, LLC. located?
Reston Wealth Management, LLC. is based in Reston, VA and has been SEC-registered since 2009.
Does Reston Wealth Management, LLC. disclose fund performance?
Reston Wealth Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1984 Isaac Newton Square West, Suite 107, Reston, VA 20190-5039 |
| Phone | 703-481-2280 |
| Fax | 703-935-6402 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1767617 |
| Discloses disciplinary history | No |
Regulatory AUM
$589.9M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$589.9Mregulatory AUM
Discretionary $577MNon-discretionary $13M