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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-10-2009
- Office Locations
- 1
Office Locations
About Reston Wealth Management
Reston Wealth Management is an independent, fiduciary wealth management firm providing fee-based investment management and ongoing financial planning. The team supports individuals and business owners navigating retirement, career changes, and business sale planning, with integrated tax, estate, and insurance planning. Assets are typically custodied at Fidelity or Charles Schwab, and the firm is led by founder Bob Tucker with 30+ years’ experience.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Robert Eugene Tucker
Chief Compliance Officer, Managing Member, President
- CRD
- #1610751
- Ownership
- 75% or more
ALEXANDER COERTE VOORHEES
PARTNER, Wealth Advisor
- CRD
- #6153993
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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ADAM JAMES KNAPIK
Operations Manager
- CRD
- #6530945
CRYSTAL RENEE MATLOCK
Wealth Advisor
- CRD
- #2585322
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $576,950,575 | $331,010 |
| Non-Discretionary | $12,992,425 | $393,710 |
| Total | $589,943,000 | $332,175 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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