Reston Wealth Management
Reston Wealth Management is an SEC-registered wealth manager in Reston, VA with $589.9M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Reston Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148816, SEC 801-70555, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $589.9M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Reston, VA
- Employees
- 8
- Clients
- 491
- CRD
- 148816
- Ownership
- TUCKER, ROBERT, EUGENE; Tucker, Robert, Eugene; TUCKER, LINDA, SUE; VOORHEES, ALEXANDER, COERTE; KIRWAN, CHLOERISSA, GREY
How much AUM does Reston Wealth Management have?
Reston Wealth Management reported $589.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Reston Wealth Management?
Disclosed owners and executives of Reston Wealth Management include TUCKER, ROBERT, EUGENE, Tucker, Robert, Eugene, TUCKER, LINDA, SUE, VOORHEES, ALEXANDER, COERTE, KIRWAN, CHLOERISSA, GREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.