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PRESTON WEALTH ADVISORS, LLC.
CRD 165983File 801-81195
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$286.0M
Below cohort median (national)
Discretionary AUM
$286.0M
Clients
311
886 accounts
Employees
5
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 13, 2015
- Principal office
- 1886 METRO CENTER DRIVE, SUITE 620, RESTON, VA, 20190
- Phone
- 703-757-0419
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $286.0M
- Discretionary AUM
- $286.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 886
- Non-discretionary accounts
- 0
- Total accounts
- 886
- AUM per client
- $920K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $625K |
| High net worth individuals | 64 | $175.4M |
| Pooled investment vehicles | 2 | $30.1M |
| Pension and profit sharing plans | 8 | $12.2M |
| Individuals (other than high net worth individuals) | 237 | $67.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Educational seminars
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- 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
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 394 | 311 | decreased by83 |
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 380 | 394 | increased by14 |
| Apr 1, 2026 | AUM | $261,265,126 | $285,980,470 | increased by$24,715,344 |
| Apr 1, 2026 | Accounts | 381 | 886 | increased by505 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 232 | 380 | increased by148 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $231,130,354 | $261,265,126 | increased by$30,134,772 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 756 | 381 | decreased by375 |
| Apr 1, 2022 | Clients | 312 | 232 | decreased by80 |
| Apr 1, 2022 | AUM | $209,647,267 | $231,130,354 | increased by$21,483,087 |
| Apr 1, 2022 | Accounts | 844 | 756 | decreased by88 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRESTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRESTON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.