RESTON WEALTH MANAGEMENT

1984 Isaac Newton Square West
Suite 107
Reston, Virginia 20190-5039
Tel: 703-481-2280

About RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT, formally registered with the SEC as RESTON WEALTH MANAGEMENT. The firm was established in 09/10/2009. They have over 1 offices throughout the country.

RESTON WEALTH MANAGEMENT is a Reston, Virginia based Financial Planning firm with nearly $411,754,095 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148816
SEC#	801-70555
Assets Managed by Firm	$411,754,095
No. of Clients	476
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	476	$411,754,095
Individuals (other than high net worth individuals)	271	$69,098,451
High net worth individuals	195	$330,233,067
Pension and profit sharing plans	7	$5,221,041
Charitable organizations	1	$1,917,950
Corporations or other businesses	2	$5,283,586

More Retirement Planning firms in Reston, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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