Reston Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Reston Wealth Management reports 491 clients. They include 307 individual clients, 173 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 97.8% ($577M across 1,743 accounts) are managed with discretion; $13M across 33 accounts are not. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 20% |
| High-net-worth individuals | 35% | 76% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 307 | $120M | 20.4% | $392K |
| High-net-worth individuals | 173 | $448M | 76.0% | $2.59M |
| Pension and profit-sharing plans | 7 | $12.4M | 2.1% | $1.77M |
| Charitable organizations | 1 | $2.11M | 0.4% | $2.11M |
| Corporations and other businesses | 3 | $6.73M | 1.1% | $2.24M |
| Total | 491 | $590M | 100% | $1.2M |
- Clients
- 307
- Regulatory AUM
- $120M
- AUM share
- 20.4%
- Avg. per client
- $392K
- Clients
- 173
- Regulatory AUM
- $448M
- AUM share
- 76.0%
- Avg. per client
- $2.59M
- Clients
- 7
- Regulatory AUM
- $12.4M
- AUM share
- 2.1%
- Avg. per client
- $1.77M
- Clients
- 1
- Regulatory AUM
- $2.11M
- AUM share
- 0.4%
- Avg. per client
- $2.11M
- Clients
- 3
- Regulatory AUM
- $6.73M
- AUM share
- 1.1%
- Avg. per client
- $2.24M
Total
- Clients
- 491
- Regulatory AUM
- $590M
- AUM share
- 100%
- Avg. per client
- $1.2M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Reston Wealth Management charges 0.80%–1.25% a year for its Account management. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.20% |
| $1M–$2M | 1.10% |
| $2M–$5M | 0.95% |
| $5M and above | 0.80% |
Fee details and sources
Other fees
- 529 college savings plan administration
- Annual fee per beneficiary: $25 below $5,000, $50 from $5,000 to $10,000, $100 above $10,000; maximum $250 per family.
- Wealth planning
- Wealth planning is a negotiable fixed fee of not more than $20,000 a year, billed quarterly, when managed assets are under $1,000,000; usually waived above that.
Robert Tucker owns 75% or more of Reston Wealth Management. The leadership team of Reston Wealth Management includes Chief Compliance Officer Robert Tucker. It has 8 employees, 3 of them in advisory roles.
Leadership
- Robert TuckerManaging Member/Chief Compliance Officer
- Alexander VoorheesPartner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Reston Wealth Management, LLC.
Robert Tucker
Control person · since January 2003
- Owns 10% to 25% of Reston Wealth Management, LLC.
Alexander Voorhees
since January 2017
Reston Wealth Management’s regulatory assets grew 1.6× from $359M (March 2021) to $590M (March 2026); clients rose from 452 to 491 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $590M | 491 | 8 | 1 |
| March 2025 | $477M | 473 | 9 | 1 |
| March 2024 | $412M | 476 | 8 | 1 |
| March 2023 | $345M | 466 | 8 | 1 |
| May 2022 | $410M | 458 | 8 | 1 |
| March 2021 | $359M | 452 | 8 | 1 |
Besides its headquarters, Reston Wealth Management has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 1984 Isaac Newton Square West, Suite 107, RestonHQ
Contact and registration details
- Legal name
- Reston Wealth Management, LLC.
- Headquarters
- 1984 Isaac Newton Square West, Suite 107, Reston, VA 20190-5039
- Website
- restonwealth.com
- Phone
- 703-481-2280
- @reston-wealth-management
- SEC file
- 801-70555
- Founded
- 2003
- Structure
- Virginia LLC
- Fiscal year end
- December
Reston Wealth Management uses Fidelity ($371M, 67%), Charles Schwab ($119M, 21%) and LPL Financial ($63.9M, 12%) as custodians for its separately managed accounts. Reston Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · San Diego, CA · $63.9M12%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $119M21%
- FidelityFidelity Brokerage Services LLC · Covington, KY · $371M67%
At year end, Reston Wealth Management’s separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $371M across 65 positions; the largest are Schwab Strategic TR (19.8%), SPDR Series Trust (19.6%) and Fidelity Covington Trust (11.9%).
What the accounts hold
- Stocks7%
- Funds90%
- Cash3%
Reported 13F holdings
- $371M
- Reported 13F value
- 65
- Positions
- 86.0%
- In the 10 largest
- +13.7%
- Value vs. prior quarter
- Schwab Strategic TR · Fundamental US L19.8%
- SPDR Series Trust · ST Str P500grw19.6%
- Fidelity Covington Trust · Enhanced Intl11.9%
- SPDR Series Trust · ST Str Aggre ETF9.3%
- iShares TR · US Sml Cap EQT6.4%
- SPDR Series Trust · ST Str P400mid6.3%
- SPDR Index Shs Fds · ST Str PO EX ETF4.5%
- SPDR Series Trust · ST Str P500val3.4%
- Schwab Strategic TR · US Aggregate B2.8%
- Schwab Strategic TR · Fundamental US S2.0%
Together, the ten largest are 86.0% of reported value.
How many clients does Reston Wealth Management have?
Reston Wealth Management has 491 clients and manages $590 million for them, as of March 2026. They include 307 individual clients, 173 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Reston Wealth Management offer?
Reston Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, business succession planning, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Reston Wealth Management charge?
Reston Wealth Management charges 0.80%–1.25% a year for its Account management. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.
Source: RWM FORM ADV PART 2A - DISCLOSURE BROCHURE, filed 20 March 2026
Which custodians does Reston Wealth Management use?
Reston Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Covington, KY), with $371M, Charles Schwab & Co., Inc. (San Francisco, CA), with $119M and LPL Financial LLC (San Diego, CA), with $63.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Reston Wealth Management have?
Reston Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Reston Wealth Management invest in?
At the end of its last fiscal year, Reston Wealth Management’s separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Reston Wealth Management?
Reston Wealth Management’s direct owners are Robert Tucker (75% or more) and Alexander Voorhees (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Reston Wealth Management get paid?
Reston Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Reston Wealth Management registered with the SEC?
Yes, Reston Wealth Management has been registered with the SEC as an investment adviser since 10 September 2009. Its CRD number is 148816 and its SEC file number is 801-70555.
Source: Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record
How do I contact Reston Wealth Management?
Reston Wealth Management’s main office is at 1984 Isaac Newton Square West, Suite 107, Reston, VA 20190-5039. Its phone number is 703-481-2280. Its website is restonwealth.com.