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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 394 | 311 |
| 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.