Hedge Fund Database

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT, LLC. Legal Name

Adviser information for RESTON WEALTH MANAGEMENT last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Virginia, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 455 $399.4M
Non-Discretionary 21 $12.3M
Total 476 $411.8M

Clients

Type Number RAUM
Individuals 271 $69.1M
HNW Individuals 195 $330.2M
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 7 $5.2M
Charitable organizations 1 $1.9M
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 2 $5.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesCommissions
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-70555
SEC ERA File Number 801-70555
SEC CIK Numbers 1767617
SEC CRD Numbers 148816
Legal Entity Identifier None

Principal Office

1984 ISAAC NEWTON SQUARE WEST
SUITE 107
RESTON
VA
United States
Monday - Friday, 8:30 A.M.-5:00 P.M.
Tel: 703-481-2280, Fax: 703-935-6402

Websites

www.facebook.com/restonwealth/ www.linkedin.com/company/reston-wealth-management www.restonwealth.com www.youtube.com/@restonwealthmanagement434 www.financialfieldnotes.com

Chief Compliance Officer

CHLOERISSA KIRWAN
CHIEF COMPLIANCE OFFICER
1984 ISAAC NEWTON SQUARE WEST
SUITE 107
RESTON
VA
United States
Tel: 703-481-2280
Fax: 703-935-6402
(Full email address available in API data)

Regulatory Contact

ROBERT E TUCKER III
OWNER
1984 ISAAC NEWTON SQ W, # 107
RESTON
VA
United States
Tel: 703-481-2280
Fax: 703-935-6402
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Tucker, Robert, Eugene Individual – MANAGING MEMBER 01/2003 > 75%
KIRWAN, CHLOERISSA, GREY Individual – CHIEF COMPLIANCE OFFICER 03/2011 < 5%
VOORHEES, ALEXANDER, COERTE Individual – PARTNER 01/2017 10-25%

No. Employees, Historic

105020192020202120222023202420258 on 11/14/20198 on 3/30/20208 on 6/30/20208 on 10/20/20208 on 3/29/20218 on 3/30/20228 on 5/23/20228 on 11/3/20228 on 3/31/20238 on 3/28/2024

RAUM, Historic

500M250M02019202020212022202320242025246389800 on 11/14/2019323522175 on 3/30/2020323522175 on 6/30/2020323522175 on 10/20/2020358865630 on 3/29/2021409996022 on 3/30/2022409996022 on 5/23/2022409996022 on 11/3/2022344955086 on 3/31/2023411754095 on 3/28/2024

No. Clients, Historic

50025002019202020212022202320242025427 on 11/14/2019450 on 3/30/2020450 on 6/30/2020450 on 10/20/2020452 on 3/29/2021458 on 3/30/2022458 on 5/23/2022458 on 11/3/2022466 on 3/31/2023476 on 3/28/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ISHARES TR CORE S&P MCP ETF 202K 3K –
ISHARES TR RUS 1000 GRW ETF 839K 2K –
SPDR S&P 500 ETF TR TR UNIT 345K 633 –
AMAZON COM INC COM 596K 3K –
BLACKROCK FLOATING RATE INC COM 196K 15K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 275K 676 –
ISHARES TR MSCI EAFE ETF 657K 8K –
MICROSOFT CORP COM 2M 4K –
COCA COLA CO COM 258K 4K –
LOCKHEED MARTIN CORP COM 238K 509 –
SPDR SER TR S&P 600 SMCP VAL 213K 3K –
SPDR SER TR PRTFLO S&P500 GW 54M 670K –
ISHARES TR RUS MID CAP ETF 513K 6K –
AUTOMATIC DATA PROCESSING IN COM 211K 884 –
EXXON MOBIL CORP COM 227K 2K –
ELEVANCE HEALTH INC COM 217K 401 –
UNION PAC CORP COM 322K 1K –
COSTCO WHSL CORP NEW COM 281K 331 –
ELI LILLY & CO COM 573K 633 –
JPMORGAN CHASE & CO. COM 747K 4K –
MARRIOTT INTL INC NEW CL A 498K 2K –
APPLE INC COM 916K 4K –
SPDR SER TR PRTFLO S&P500 VL 12M 249K –
VANGUARD INDEX FDS EXTEND MKT ETF 678K 4K –
NORTHROP GRUMMAN CORP COM 357K 818 –
NVIDIA CORPORATION COM 928K 8K –
ALPHABET INC CAP STK CL A 804K 4K –
ISHARES TR CORE S&P TTL STK 448K 4K –
SPDR SER TR PORTFOLIO S&P400 18M 355K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 3M 38K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 2M 45K –
ISHARES TR NATIONAL MUN ETF 9M 80K –
ISHARES TR EAFE SML CP ETF 2M 28K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 26M 740K –
SPDR SER TR PORTFOLIO AGRGTE 27M 1M –
ISHARES TR MODERT ALLOC ETF 817K 19K –
ISHARES TR CONSER ALLOC ETF 358K 10K –
ISHARES TR GRWT ALLOCAT ETF 550K 10K –
SCHWAB STRATEGIC TR INTL EQTY ETF 5M 119K –
SCHWAB STRATEGIC TR US LCAP GR ETF 2M 19K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 99K –
TESLA INC COM 214K 1K –
SCHWAB STRATEGIC TR US MID-CAP ETF 3M 45K –
MARATHON PETE CORP COM 236K 1K –
SCHWAB STRATEGIC TR US AGGREGATE B 6M 129K –
ABBVIE INC COM 241K 1K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 3M 57K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 44M 655K –
ALPHABET INC CAP STK CL C 1M 6K –
ARISTA NETWORKS INC COM 280K 800 –
SSGA ACTIVE ETF TR SPDR TR TACTIC 1M 34K –
ISHARES TR US SML CAP EQT 15M 239K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 277K 7K –