Preston Wealth Advisors, LLC

Preston Wealth Advisors, LLC (CRD# 165983) is a financial advisory firm headquartered in Reston, VA. They manage $214,569,272 in 1,043 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
1886 Metro Center Drive, Suite 620, Reston, VA 20190
http://www.prestonwealthadvisors.com
By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $205,723
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • 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)
  • Pension consulting services
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA

Financial Advisors at Preston Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Rena Abdalla, financial advisor Reston VA
Rena A. Abdalla
CRD#: 4680182
1886 Metro Center Drive, Suite 620, Reston, VA 20190

Rena Abdalla (CRD# 4680182) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 19 years of experience in the finance industry.

2
Peter Baker, financial advisor Reston VA
Peter M. Baker
CRD#: 5078132
1886 Metro Center Drive, Suite 620, Reston, VA 20190

Peter Baker (CRD# 5078132) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 18 years of experience in the finance industry.

3
Theodore Doremus, financial advisor Reston VA
Theodore J. Doremus
CRD#: 4269424
1886 Metro Center Drive, Suite 620, Reston, VA 20190

Theodore Doremus (CRD# 4269424) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 23 years of experience in the finance industry.

4
Gregory Mattingly, financial advisor Reston VA
Gregory D. Mattingly
CRD#: 4907986
1886 Metro Center Drive, Suite 620, Reston, VA 20190

Gregory Mattingly (CRD# 4907986) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has over 18 years of experience in the finance industry.

5
Lucas Hodge, financial advisor Reston VA
Lucas W. Hodge
CRD#: 7353350
1886 Metro Center Drive, Suite 620, Reston, VA 20190

Lucas Hodge (CRD# 7353350) is an Investment Advisor Representative working at Preston Wealth Advisors, LLC in Reston, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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