Reston Wealth Management

Reston Wealth Management (CRD# 148816) is a financial advisory firm headquartered in Reston, VA. They manage $344,955,086 in 466 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $740,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MD, NC, PA, TX, VA

Financial Advisors at Reston Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Chloerissa G. Kirwan
CRD#: 4305480
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190

Chloerissa Kirwan (CRD# 4305480) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 23 years of experience in the finance industry.

2
Adam J. Knapik
CRD#: 6530945
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190

Adam Knapik (CRD# 6530945) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 8 years of experience in the finance industry.

3
Crystal R. Matlock
CRD#: 2585322
1984 Isaac Newton Sq W, Ste 107, Reston, VA 20190

Crystal Matlock (CRD# 2585322) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 23 years of experience in the finance industry.

4
Robert E. Tucker
CRD#: 1610751
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190

Robert Tucker (CRD# 1610751) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 37 years of experience in the finance industry.

5
Alexander C. Voorhees
CRD#: 6153993
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190

Alexander Voorhees (CRD# 6153993) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 9 years of experience in the finance industry.

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