RESTON WEALTH MANAGEMENT, LLC.
DBA: RESTON WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $589.9M |
| Discretionary | $577.0M98% of AUM |
| Non-Discretionary | $13.0M |
| Client Accounts | 1,776 |
| Avg Account Size | $332K |
| Employees | 8 |
| Peak AUM | $589.9MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $590M | +23.7% | +19.6% | +10.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $589.9M |
| Discretionary | $577.0M |
| Employees | 8 |
| Client Accounts | 1776 |
| Client Range | 251-500 |
Contact & Location
Address
1984 ISAAC NEWTON SQUARE WEST
RESTON VA 20190-5039
Phone
703-481-2280
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$577M
97.8% of AUM
Non-Discretionary
$13M
2.2% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution