PRESTON WEALTH ADVISORS, LLC.
Reston, Virginia
Preston Wealth Advisors, LLC, located in Reston, VA, is a reputable investment advisory firm serving a diverse client base. With over 200 individual clients and an impressive $192,705,000 in assets under management, they have built a strong foundation of trust and expertise in the financial industry. As a small firm with one office, they provide personalized services to meet the unique needs of each client.
Preston Wealth Advisors, LLC offers a comprehensive range of services, including insurance brokerage, ensuring that clients receive comprehensive financial guidance. While their focus is primarily on managing employer funds, t...
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Assets Under Mgmt
$192.7M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Market timing services
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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Articles
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