Reston Wealth Management

RIASEC Registered
Total AUM
$590M
Discretionary
$577M
98% of AUM
Avg account
$332K
Accounts
1,776
Employees
8
Advisory reps
4

Firm details

Headquarters
Reston, Virginia
CRD number
148816
Registered since
September 10, 2009
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types
  • HNWI76%
  • Individuals20.41%
  • Pension & Profit Sharing Plans2.1%
  • Corporations / Businesses1.14%
  • Charitable Organizations0.36%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Reston Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2009. The firm serves both individual/family and institutional clients and offers fee models that include a percentage of assets under management, hourly and fixed fees, and commission arrangements. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm also operates as an insurance broker and describes itself as a capital allocator that uses third‑party managers. Reston Wealth Management does not identify itself as an active ESG investor. The firm was named a Top RIA Firm by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 6%, Cash & Cash Equivalents 3%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 34

Active vs passive

$498M in ETFs

Passive

91%

$451M

Active

9%

$46.3M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG)State StreetPassiveLarge Growth$74.9M608,80915.05%

Location

Primary office

Reston, VA

Fairfax

Location

Reston, VA

Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
1984 Isaac Newton Sq W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth