CRD: 165983
Preston Wealth Advisors, Llc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-2012
- Office Locations
- 1
Office Locations
About Preston Wealth Advisors, Llc.
Preston Wealth Advisors is a fee-based, fiduciary RIA in Reston, VA providing data-driven wealth management and financial planning, including retirement, tax, and estate planning. The team builds and executes personalized investment strategies—often using ETFs and other public funds—with an emphasis on asset allocation and risk management. Clients work with the whole firm for ongoing, on-demand access; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THEODORE JAMES DOREMUS
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4269424
- Ownership
- 50% but less than 75%
GREGORY DEAN MATTINGLY
Chief Financial Officer, Managing Member
- CRD
- #4907986
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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RENA AMAL JABBOUR ABDALLA
EVP
- CRD
- #4680182
Luke Addington
Associate Advisor
- CRD
- #8007648
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,980,470 | $322,777 |
| Non-Discretionary | $0 | -- |
| Total | $285,980,470 | $322,777 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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