RESTON WEALTH MANAGEMENT LLC

HTTP://WWW.RESTONWEALTH.COM RESTON, VA Investment Advisor How do I update this listing?

Reston Wealth Management is based out of Reston. Reston Wealth Management is a large advisory firm with 407 clients and discretionary assets under management (AUM) of $224,491,268 (Form ADV from 2018-03-23). Their last reported 13F filing for Q4 2018 included $104,962,000 in managed 13F securities and a top 10 holdings concentration of 79.37%. Reston Wealth Management's largest holding is Invesco S&P 500 Pure Growth ETF with shares held of 225,371. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RESTON WEALTH MANAGEMENT
1984 ISAAC NEWTON SQUARE WEST SUITE 107
RESTON VA    20190-5039
Country: United States

Business Phone: 703-481-2280
Fax: 703-935-6402
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 8
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Commissions
Amount of client funds and securities:
Total Number of Clients: 407
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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