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Reston Wealth Management, LLC.

● SEC registered since 2009CRD 148816SEC# 801-70555Reston, VA
Export (members)
Reg. AUM
$477.1M
Employees
9
Accounts
473
Location
Reston, VA

Reston Wealth Management, LLC. assets under management

Reston Wealth Management, LLC. is an SEC-registered investment adviser based in Reston, VA. The firm has been registered since 2009. It reports $477.1 million in regulatory assets under management and employs 9 people.
www.financialfieldnotes.comView on SEC.gov ↗

Reston Wealth Management, LLC. owners & executives

3 reported
NameTitleOwnershipSince
Alexander Coerte VoorheesPartner10-25%2017
Chloerissa Grey KirwanChief Compliance OfficerUnder 5%2011
Robert Eugene Tucker ControlManaging MemberOver 75%2003

Frequently asked questions

How much does Reston Wealth Management, LLC. manage?

Reston Wealth Management, LLC. reports $477.1 million in regulatory assets under management on its Form ADV.

How many employees does Reston Wealth Management, LLC. have?

Reston Wealth Management, LLC. reports 9 employees.

Where is Reston Wealth Management, LLC. located?

Reston Wealth Management, LLC. is based in Reston, VA and has been SEC-registered since 2009.

Does Reston Wealth Management, LLC. disclose fund performance?

Reston Wealth Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1984 Isaac Newton Square West, Suite 107, Reston, VA 20190-5039
Phone703-481-2280
Fax703-935-6402
Office hours8:30 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1767617
Discloses disciplinary historyNo

Assets under management

Discretionary$464.2M
Non-discretionary$12.9M
Total (RAUM)$477.1M