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RESTON WEALTH MANAGEMENT, LLC.

UUIDc3c07a98-2050-5780-a492-a87022632fac
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 148816 148816 1.0
cik 0001767617 1767617
sec_file_number 801-70555 801-70555

Profile

Websitehttps://www.financialfieldnotes.com
HQ CityRESTON
HQ StateVA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • RESTON WEALTH MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)477,096,308.0
  • RAUM (discretionary)464,195,744.0
  • Actionable assets372,684,701.0
  • Accounts473.0

Institutional Clients

  • Government AUM
  • Pension AUM4,404,334.0
  • Charitable AUM1,904,864.0
  • HNW AUM360,255,689.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.