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RESTON WEALTH MANAGEMENT

RESTON, VA · CRD 148816 · IAPD ↗ · financialfieldnotes.com · 703-481-2280

$589.9MRegulatory AUM
3Advisory reps
8Employees
2Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — RESTON WEALTH MANAGEMENT crossed $500M in regulatory AUM ($477.1M -> $589.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — RESTON WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
January 2026 — RESTON WEALTH MANAGEMENT notice-filed in DC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.