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RESTON WEALTH MANAGEMENT
Legal name: RESTON WEALTH MANAGEMENT, LLC.
CRD 148816File 801-70555
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$589.9M
Above cohort median (national)
Discretionary AUM
$577.0M
Non-discretionary $13.0M
Clients
491
1,776 accounts
Employees
8
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Sep 10, 2009
- Principal office
- 1984 ISAAC NEWTON SQUARE WEST, SUITE 107, RESTON, VA, 20190-5039
- Phone
- 703-481-2280
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $589.9M
- Discretionary AUM
- $577.0M
- Non-discretionary AUM
- $13.0M
- Discretionary accounts
- 1,743
- Non-discretionary accounts
- 33
- Total accounts
- 1,776
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $6.7M |
| Charitable organizations | 1 | $2.1M |
| High net worth individuals | 173 | $448.4M |
| Pension and profit sharing plans | 7 | $12.4M |
| Individuals (other than high net worth individuals) | 307 | $120.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.