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 15 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 12 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 11 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 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.