RESTON WEALTH MANAGEMENT, LLC.
Legal name: RESTON WEALTH MANAGEMENT
CRD #148816 SEC #801-70555 RESTON, VA 703-481-2280
SEC Registered
Total AUM
$477.1M
Discretionary
$464.2M
Employees
7
Clients
1
Accounts
473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $477.1M | $464.2M | $12.9M | 7 | 2 |
| Dec 2025 | $477.1M | $464.2M | $12.9M | 7 | 2 |
| Mar 2025 | $477.1M | $464.2M | $12.9M | 9 | 2 |
| Nov 2024 | $411.8M | $399.4M | $12.3M | 8 | 1 |
| Mar 2024 | $411.8M | $399.4M | $12.3M | 8 | 1 |
| Mar 2023 | $345M | $333.8M | $11.1M | 8 | 0 |
| Nov 2022 | $410M | $394.7M | $15.3M | 8 | 0 |
| May 2022 | $410M | $394.7M | $15.3M | 8 | 0 |
| Mar 2022 | $410M | $394.7M | $15.3M | 8 | 0 |
| Mar 2021 | $358.9M | $346M | $12.9M | 8 | 0 |
| Oct 2020 | $323.5M | $319.5M | $4M | 8 | 0 |
| Jun 2020 | $323.5M | $319.5M | $4M | 8 | 0 |
| Mar 2020 | $323.5M | $319.5M | $4M | 8 | 0 |
| Nov 2019 | $246.4M | $237.9M | $8.5M | 8 | 1 |
| Feb 2019 | $246.4M | $237.9M | $8.5M | 8 | 1 |
| Mar 2018 | $238.8M | $224.5M | $14.3M | 8 | 0 |
| May 2017 | $210.5M | $201.7M | $8.8M | 8 | 400 |
| Mar 2017 | $210.5M | $201.7M | $8.8M | 8 | 400 |
| Dec 2016 | $188.1M | $183.5M | $4.6M | 8 | 300 |
| Oct 2016 | $188.1M | $183.5M | $4.6M | 8 | 300 |
| Feb 2016 | $188.1M | $183.5M | $4.6M | 8 | 300 |
| Dec 2015 | $185M | $179M | $5.9M | 8 | 300 |
| Mar 2015 | $185M | $179M | $5.9M | 8 | 300 |
| Dec 2014 | $168.7M | $167.2M | $1.4M | 8 | 300 |
| Sep 2014 | $168.7M | $167.2M | $1.4M | 8 | 300 |
| Mar 2014 | $168.7M | $167.2M | $1.4M | 8 | 300 |
| Mar 2013 | $117.1M | $116M | $1.1M | 7 | 300 |
| Feb 2012 | $103.7M | $102.8M | $891.2K | 6 | 200 |
| Mar 2011 | $94.2M | $93.7M | $534.2K | 10 | -- |
DateDec 2025
Total AUM$477.1M
Discretionary$464.2M
Non-Disc.$12.9M
Employees7
Clients2
DateDec 2025
Total AUM$477.1M
Discretionary$464.2M
Non-Disc.$12.9M
Employees7
Clients2
DateMar 2025
Total AUM$477.1M
Discretionary$464.2M
Non-Disc.$12.9M
Employees9
Clients2
DateNov 2024
Total AUM$411.8M
Discretionary$399.4M
Non-Disc.$12.3M
Employees8
Clients1
DateMar 2024
Total AUM$411.8M
Discretionary$399.4M
Non-Disc.$12.3M
Employees8
Clients1
DateMar 2023
Total AUM$345M
Discretionary$333.8M
Non-Disc.$11.1M
Employees8
Clients0
DateNov 2022
Total AUM$410M
Discretionary$394.7M
Non-Disc.$15.3M
Employees8
Clients0
DateMay 2022
Total AUM$410M
Discretionary$394.7M
Non-Disc.$15.3M
Employees8
Clients0
DateMar 2022
Total AUM$410M
Discretionary$394.7M
Non-Disc.$15.3M
Employees8
Clients0
DateMar 2021
Total AUM$358.9M
Discretionary$346M
Non-Disc.$12.9M
Employees8
Clients0
DateOct 2020
Total AUM$323.5M
Discretionary$319.5M
Non-Disc.$4M
Employees8
Clients0
DateJun 2020
Total AUM$323.5M
Discretionary$319.5M
Non-Disc.$4M
Employees8
Clients0
DateMar 2020
Total AUM$323.5M
Discretionary$319.5M
Non-Disc.$4M
Employees8
Clients0
DateNov 2019
Total AUM$246.4M
Discretionary$237.9M
Non-Disc.$8.5M
Employees8
Clients1
DateFeb 2019
Total AUM$246.4M
Discretionary$237.9M
Non-Disc.$8.5M
Employees8
Clients1
DateMar 2018
Total AUM$238.8M
Discretionary$224.5M
Non-Disc.$14.3M
Employees8
Clients0
DateMay 2017
Total AUM$210.5M
Discretionary$201.7M
Non-Disc.$8.8M
Employees8
Clients400
DateMar 2017
Total AUM$210.5M
Discretionary$201.7M
Non-Disc.$8.8M
Employees8
Clients400
DateDec 2016
Total AUM$188.1M
Discretionary$183.5M
Non-Disc.$4.6M
Employees8
Clients300
DateOct 2016
Total AUM$188.1M
Discretionary$183.5M
Non-Disc.$4.6M
Employees8
Clients300
DateFeb 2016
Total AUM$188.1M
Discretionary$183.5M
Non-Disc.$4.6M
Employees8
Clients300
DateDec 2015
Total AUM$185M
Discretionary$179M
Non-Disc.$5.9M
Employees8
Clients300
DateMar 2015
Total AUM$185M
Discretionary$179M
Non-Disc.$5.9M
Employees8
Clients300
DateDec 2014
Total AUM$168.7M
Discretionary$167.2M
Non-Disc.$1.4M
Employees8
Clients300
DateSep 2014
Total AUM$168.7M
Discretionary$167.2M
Non-Disc.$1.4M
Employees8
Clients300
DateMar 2014
Total AUM$168.7M
Discretionary$167.2M
Non-Disc.$1.4M
Employees8
Clients300
DateMar 2013
Total AUM$117.1M
Discretionary$116M
Non-Disc.$1.1M
Employees7
Clients300
DateFeb 2012
Total AUM$103.7M
Discretionary$102.8M
Non-Disc.$891.2K
Employees6
Clients200
DateMar 2011
Total AUM$94.2M
Discretionary$93.7M
Non-Disc.$534.2K
Employees10
Clients--