Reston Wealth Management

Reston Wealth Management (CRD# 148816) is a financial advisory firm headquartered in Reston, VA. They manage $210,483,000 in 380 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $553,903
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
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.

DC, 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
96
Wealthminder
score

Chloerissa Kirwan (CRD# 4305480) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 17 years of experience in the finance industry. Chloerissa Kirwan 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.

2
Robert E. Tucker
CRD#: 1610751
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190
96
Wealthminder
score

Robert Tucker (CRD# 1610751) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 31 years of experience in the finance industry. Robert Tucker 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.

3
Crystal R. Matlock
CRD#: 2585322
1984 Isaac Newton Sq W, Ste 107, Reston, VA 20190
93
Wealthminder
score

Crystal Matlock (CRD# 2585322) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 17 years of experience in the finance industry.

4
Alexander C. Voorhees
CRD#: 6153993
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190
93
Wealthminder
score

Alexander Voorhees (CRD# 6153993) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 3 years of experience in the finance industry. Alexander Voorhees 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.

5
Erin M. Lester
CRD#: 5960120
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190
87
Wealthminder
score

Erin Lester (CRD# 5960120) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has 1 year of experience in the finance industry.

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