| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Govcon Fund L.P. | Private Equity | $21.8M | $250K |
| Govcon Fund II, LP | Other Private | $10.5M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Dean Mattingly Control | Cfo, Managing Member | 25-50% | 2013 |
| Theodore James Doremus Control | Ceo, Cco, Managing Member | 50-75% | 2012 |
Preston Wealth Advisors, LLC. reports $261.3 million in regulatory assets under management on its Form ADV.
Preston Wealth Advisors, LLC. manages 2 private funds with combined gross assets of $32.2 million.
Preston Wealth Advisors, LLC. reports 6 employees.
Preston Wealth Advisors, LLC. is based in Reston, VA and has been SEC-registered since 2015.
Preston Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1886 Metro Center Drive, Suite 620, Reston, VA 20190 |
| Phone | 703-757-0419 |
| Fax | 703-757-0430 |
| Office hours | 9:30-4:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $261.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $261.3M |