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| Reston Wealth Management LLC
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|---|---|
| CRD # | 148816 |
| SEC # | 801-70555 |
| CIK # | 0001767617 |
| AUM | 589.9 M (2026-03-20) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 703-481-2280 |
| Address | 1984 Isaac Newton Square West Reston, VA 20190-5039 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 2.1 | |
| Nvidia Corp | 1.9 | |
| Alphabet Inc | 1.9 | |
| Apple Inc | 1.7 | |
| Alphabet Inc | 1.5 | |
| J P Morgan Chase & Co | 0.8 | |
| Amazon Com Inc | 0.8 | |
| Lilly Eli & Co | 0.8 | |
| Marriott International Inc /MD/ | 0.7 | |
| Broadcom Inc | 0.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 120.4 |
| (b) Individuals (high net worth individuals) | 173 | 448.4 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.4 |
| (h) Charitable organizations | 1 | 2.1 |
| (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 | 3 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,776 | 589.9 |
| By Discretionary | ||
| Discretionary | 1,743 | 577.0 |
| Non-Discretionary | 33 | 13.0 |
| Total | 1,776 | 589.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 587.4 | |
| Total | 1,776 | 589.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767617] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Milestone Financial Planning LLC
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Master's Wealth Management Inc
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PA | 589.5 M |
|
VAM Group Inc
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MI | 589.4 M |
|
Greater Midwest Financial Group LLC
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|
MN | 589.3 M |
|
Fairfield Bush & Co
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CT | 589.0 M |
|
Consolidated Financial Management Group LLC
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|
OH | 588.7 M |