Preston Wealth Advisors, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reston, VA. Its latest Form ADV filing, dated March 24, 2026, reports $286M in regulatory assets under management, 5 employees, and 886 accounts.
Assets Under Management
$286M
Employees
5
Offices
--
Total Clients
394
Primary office
RESTON, VA
1886 METRO CENTER DRIVE, SUITE 620, RESTON, VA, United States
Top client segmentIndividuals represent 60.2% of total clients.
Top client categories% of clientsClients
1
Individuals
60.2%
237
2
529 COLLEGE SAVINGS PLANS
21.1%
83
3
HNWI
16.2%
64
4
Pension Plans
2.0%
8
5
Pooled Investment Vehicles
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of March 24, 2026
Discretionary100.0%
$286M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$286M
Total Accounts886
10Y AUM Change+$92M (+47.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee79:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.