Preston Wealth Advisors, LLC

Preston Wealth Advisors, LLC (CRD# 165983) is a financial advisory firm headquartered in Reston, VA. They manage $315,350,000 in 1,136 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    1,136
    ACCOUNTS
  • Average Account Value
    $277,597
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, DC, FL, IA, IL, KS, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA, WV

Financial Advisors at Preston Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Aaron A. Berman
CRD#: 3086639
1886 Metro Center Drive, Suite 620, Reston, VA 20190
93
Wealthminder
score

Aaron Berman (CRD# 3086639) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 16 years of experience in the finance industry.

2
Rena A. Jabbour
CRD#: 4680182
1886 Metro Center Drive, Suite 620, Reston, VA 20190
93
Wealthminder
score

Rena Jabbour (CRD# 4680182) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 13 years of experience in the finance industry.

3
Gregory D. Mattingly
CRD#: 4907986
1886 Metro Center Drive, Suite 620, Reston, VA 20190
76
Wealthminder
score

Gregory Mattingly (CRD# 4907986) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 12 years of experience in the finance industry. Gregory Mattingly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Theodore J. Doremus
CRD#: 4269424
1886 Metro Center Drive, Suite 620, Reston, VA 20190
73
Wealthminder
score

Theodore Doremus (CRD# 4269424) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.