PRESTON WEALTH ADVISORS, LLC.

1886 Metro Center Drive
Suite 620
Reston, Virginia 20190
Tel: 703-757-0419

About PRESTON WEALTH ADVISORS, LLC.

PRESTON WEALTH ADVISORS, LLC, formally registered with the SEC as PRESTON WEALTH ADVISORS, LLC. The firm was established in 04/13/2015. They have over 1 offices throughout the country.

PRESTON WEALTH ADVISORS, LLC. is a Reston, Virginia based Financial Planning firm with nearly $214,569,272 assets under management, offering retirement planning & investment advisory services to 1043 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165983
SEC#	801-81195
Assets Managed by Firm	$214,569,272
No. of Clients	1043
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based
Other (SUBSCRIPTION FEES FROM ADVISORY FIRMS FOR MARKET INDICATORS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Market timing services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1043	$214,569,272
Individuals (other than high net worth individuals)	205	$64,072,220
High net worth individuals	64	$108,900,684
Pension and profit sharing plans	10	$12,183,673
Corporations or other businesses	Fewer than 5 clients	$577,695

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VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
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