# Reston Wealth Management

> Reston Wealth Management is an SEC-registered investment advisory firm in Reston, VA, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 148816
- Filed as: RESTON WEALTH MANAGEMENT
- Legal name: Reston Wealth Management, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Reston, VA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148816
- AdvisorCensus page: https://advisorcensus.com/firm/reston-wealth-management-reston-va-148816

## Quick answers

**How is Reston Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Reston Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Where is Reston Wealth Management located?**
Reston Wealth Management's principal office is in Reston, VA, according to its Form ADV.

**Is Reston Wealth Management registered with the SEC or a state?**
Reston Wealth Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 148816.

**How much does Reston Wealth Management manage?**
Reston Wealth Management reports $589,943,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (98% discretionary).

**How have Reston Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Reston Wealth Management: Regulatory assets under management: $358,865,630 in the October 2021 data and $589,943,000 in the October 2026 data, up 64%. Total employees: 8 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Reston Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (307); high net worth individuals (173); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Reston Wealth Management use?**
Reston Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Reston Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148816

**Does Reston Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "We generally require a minimum initial investment of $1,000,000 to open or maintain a managed account with us. We retain the right to waive or reduce this minimum if we feel circumstances are warranted."

**What changed in Reston Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $477,096,308 to $589,943,000 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum initial investment of $1,000,000 to open or maintain a managed account with us. We retain the right to waive or reduce this minimum if we feel circumstances are warranted.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $589,943,000
- Discretionary: $576,950,575
- Non-discretionary: $12,992,425

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 307 | $120,382,463 |
| High net worth individuals | 173 | $448,353,216 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $12,362,738 |
| Charitable organizations | 1 | $2,109,982 |
| Corporations or other businesses not listed above | 3 | $6,734,601 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, GA, MD, NC, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialfieldnotes.com
- restonwealth.com
- Facebook @RESTONWEALTH
- LinkedIn @reston-wealth-management
- YouTube @restonwealthmanagement434

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $358,865,630 | 8 | March 29, 2021 |
| October 2022 | $409,996,022 | 8 | May 23, 2022 |
| October 2023 | $344,955,086 | 8 | March 31, 2023 |
| October 2024 | $411,754,095 | 8 | March 28, 2024 |
| October 2025 | $477,096,308 | 9 | March 26, 2025 |
| October 2026 | $589,943,000 | 8 | March 20, 2026 |

Regulatory assets under management: $358,865,630 in the October 2021 data and $589,943,000 in the October 2026 data, up 64%.
Total employees: 8 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $477,096,308 to $589,943,000 (+24%).

### January 2026
- Employees performing advisory functions went from 5 to 4.
- Registered or notice-filed in DC, SC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Reston Wealth Management (CRD 148816): Form ADV filing data as of October 2026.