Reston Wealth Management

Reston Wealth Management (CRD# 148816) is a financial advisory firm headquartered in Reston, VA. They manage $358,865,630 in 452 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    359
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $793,951
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
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, CT, DC, FL, GA, MD, NC, PA, TX, VA

Financial Advisors at Reston Wealth Management
Showing 1 - 6 of 6 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 20 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
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 5 years of experience in the finance industry.

3
Erin M. Lester
CRD#: 5960120
1984 Isaac Newton Square West, Suite 107, Reston, VA 20190

Erin Lester (CRD# 5960120) is an Investment Advisor Representative working at Reston Wealth Management in Reston, VA and has over 3 years of experience in the finance industry.

4
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 21 years of experience in the finance industry.

5
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 34 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.

6
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 7 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.

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