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| Happy Holidays!! thanks for using AUM13F!! |
| Reston Wealth Management LLC
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|---|---|
| CRD # | 148816 |
| SEC # | 801-70555 |
| CIK # | 0001767617 |
| AUM | $477.1 M (2025-03-26) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 703-481-2280 |
| Address | 1984 Isaac Newton Square West Reston, VA 20190-5039 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.3 | ||
| Alphabet Inc | 1.1 | ||
| Apple Inc | 1.1 | ||
| Nvidia Corp | 1.1 | ||
| Alphabet Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Amazon Com Inc | 0.6 | ||
| Marriott International Inc /MD/ | 0.6 | ||
| Lilly Eli & Co | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 104.4 |
| (b) Individuals (high net worth individuals) | 164 | 360.3 |
| (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 | 5 | 4.4 |
| (h) Charitable organizations | 1 | 1.9 |
| (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 | 2 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 473 | 477.1 |
| By Discretionary | ||
| Discretionary | 461 | 464.2 |
| Non-Discretionary | 12 | 12.9 |
| Total | 473 | 477.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 475.4 | |
| Total | 473 | 477.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767617] |
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