Preston Wealth Advisors, LLC

Preston Wealth Advisors, LLC (CRD# 165983) is a financial advisory firm headquartered in Reston, VA. They manage $192,704,945 in 972 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
    193
    MILLION
  • Total Number of Accounts
    972
    ACCOUNTS
  • Average Account Value
    $198,256
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
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.

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

Financial Advisors at Preston Wealth Advisors, LLC
Showing 1 - 3 of 3 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 18 years of experience in the finance industry.

2
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 22 years of experience in the finance industry.

3
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 17 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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