PRESTON WEALTH ADVISORS, LLC.
CRD #165983 SEC #801-81195 RESTON, VA 703-757-0419
SEC Registered Private Funds Disclosures
Total AUM
$261.3M
Discretionary
$261.3M
Employees
6
Clients
101
Accounts
381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $261.3M | $261.3M | $0 | 6 | 0 |
| Aug 2024 | $214.6M | $214.6M | $0 | 6 | 0 |
| Aug 2024 | $214.6M | $214.6M | $0 | 6 | 0 |
| Apr 2024 | $214.6M | $214.6M | $0 | 6 | 0 |
| Mar 2024 | $214.6M | $214.6M | $0 | 6 | 0 |
| Oct 2023 | $192.7M | $192.7M | $0 | 7 | 1 |
| May 2023 | $192.7M | $192.7M | $0 | 7 | 1 |
| Apr 2023 | $192.7M | $192.7M | $0 | 7 | 1 |
| Mar 2023 | $192.7M | $192.7M | $0 | 7 | 1 |
| Nov 2022 | $231.1M | $215.5M | $15.7M | 6 | 231 |
| Apr 2022 | $231.1M | $215.5M | $15.7M | 6 | 231 |
| Mar 2022 | $231.1M | $215.5M | $15.7M | 6 | 231 |
| Dec 2021 | $209.6M | $196.1M | $13.6M | 6 | 0 |
| May 2021 | $209.6M | $196.1M | $13.6M | 6 | 0 |
| Mar 2021 | $209.6M | $196.1M | $13.6M | 6 | 0 |
| Mar 2021 | $209.6M | $196.1M | $13.6M | 6 | 0 |
| Jun 2020 | $145.7M | $129.8M | $15.9M | 5 | 0 |
| Mar 2020 | $145.7M | $129.8M | $15.9M | 5 | 0 |
| Aug 2019 | $114.4M | $100.7M | $13.7M | 5 | 0 |
| Mar 2019 | $114.4M | $100.7M | $13.7M | 5 | 0 |
| Dec 2018 | $121.6M | $112.9M | $8.7M | 5 | 0 |
| Apr 2018 | $121.6M | $112.9M | $8.7M | 5 | 0 |
| Mar 2018 | $121.6M | $112.9M | $8.7M | 5 | 0 |
| Dec 2017 | $193.6M | $192.1M | $1.4M | 7 | 0 |
| Sep 2017 | $193.6M | $192.1M | $1.4M | 7 | 300 |
| Mar 2017 | $193.6M | $192.1M | $1.4M | 7 | 300 |
| Mar 2017 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Feb 2017 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Dec 2016 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Nov 2016 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Oct 2016 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Sep 2016 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Sep 2016 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Mar 2016 | $315.4M | $313.5M | $1.9M | 7 | 275 |
| Sep 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| Aug 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| Jul 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| Jun 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| May 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| Apr 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| Apr 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| Apr 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
| Mar 2015 | $101.5M | $100.8M | $735K | 7 | 170 |
DateMar 2025
Total AUM$261.3M
Discretionary$261.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2024
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees7
Clients1
DateMay 2023
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees7
Clients1
DateApr 2023
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees7
Clients1
DateMar 2023
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees7
Clients1
DateNov 2022
Total AUM$231.1M
Discretionary$215.5M
Non-Disc.$15.7M
Employees6
Clients231
DateApr 2022
Total AUM$231.1M
Discretionary$215.5M
Non-Disc.$15.7M
Employees6
Clients231
DateMar 2022
Total AUM$231.1M
Discretionary$215.5M
Non-Disc.$15.7M
Employees6
Clients231
DateDec 2021
Total AUM$209.6M
Discretionary$196.1M
Non-Disc.$13.6M
Employees6
Clients0
DateMay 2021
Total AUM$209.6M
Discretionary$196.1M
Non-Disc.$13.6M
Employees6
Clients0
DateMar 2021
Total AUM$209.6M
Discretionary$196.1M
Non-Disc.$13.6M
Employees6
Clients0
DateMar 2021
Total AUM$209.6M
Discretionary$196.1M
Non-Disc.$13.6M
Employees6
Clients0
DateJun 2020
Total AUM$145.7M
Discretionary$129.8M
Non-Disc.$15.9M
Employees5
Clients0
DateMar 2020
Total AUM$145.7M
Discretionary$129.8M
Non-Disc.$15.9M
Employees5
Clients0
DateAug 2019
Total AUM$114.4M
Discretionary$100.7M
Non-Disc.$13.7M
Employees5
Clients0
DateMar 2019
Total AUM$114.4M
Discretionary$100.7M
Non-Disc.$13.7M
Employees5
Clients0
DateDec 2018
Total AUM$121.6M
Discretionary$112.9M
Non-Disc.$8.7M
Employees5
Clients0
DateApr 2018
Total AUM$121.6M
Discretionary$112.9M
Non-Disc.$8.7M
Employees5
Clients0
DateMar 2018
Total AUM$121.6M
Discretionary$112.9M
Non-Disc.$8.7M
Employees5
Clients0
DateDec 2017
Total AUM$193.6M
Discretionary$192.1M
Non-Disc.$1.4M
Employees7
Clients0
DateSep 2017
Total AUM$193.6M
Discretionary$192.1M
Non-Disc.$1.4M
Employees7
Clients300
DateMar 2017
Total AUM$193.6M
Discretionary$192.1M
Non-Disc.$1.4M
Employees7
Clients300
DateMar 2017
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateFeb 2017
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateDec 2016
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateNov 2016
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateOct 2016
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateSep 2016
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateSep 2016
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateMar 2016
Total AUM$315.4M
Discretionary$313.5M
Non-Disc.$1.9M
Employees7
Clients275
DateSep 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateAug 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateJul 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateJun 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateMay 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateApr 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateApr 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateApr 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170
DateMar 2015
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$735K
Employees7
Clients170