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| Preston Wealth Advisors LLC
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|---|---|
| CRD # | 165983 |
| SEC # | 801-81195 |
| CIK # | |
| AUM | 286.0 M (2026-03-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 703-757-0419 |
| Address | 1886 Metro Center Drive Reston, VA 20190 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Govcon Fund II LP | [2024-08-05] | 10.5 M | |
| PE | Govcon Fund LP | 2019-08-20 | 21.8 M | |
| HF | PWA Capital Fund LLC | [2016-03-29] | 10.0 M | 0.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 67.7 |
| (b) Individuals (high net worth individuals) | 64 | 175.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 30.1 |
| (g) Pension and profit sharing plans | 8 | 12.2 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 83 | 0.0 |
| Total | 886 | 286.0 |
| By Discretionary | ||
| Discretionary | 886 | 286.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 886 | 286.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.0 | |
| Total | 886 | 286.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jonathan Phillips | 39 | 3 | ||
| Randy Oostra | 7 | 2 | ||
| Todd Strayer | 3 | 2 | ||
| Chris Dillavou | 3 | 2 | ||
| Greg Mattingly | 2 | 2 | ||
| Preston Wealth Advisors LLC | 2 | 2 | ||
| Blueprint N1 Capital Management LLC | 1 | 1 | ||
| Theodore Doremus | 1 | 1 | ||
| Blueprint N1 Fund GP LLC | 1 | 1 | ||
| PWA Govcon Fund II LLC | 1 | 1 | ||
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund, Private Equity |
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