Allocator Index · CRD 165983

PRESTON WEALTH ADVISORS, LLC.

Reston, VA · 703-757-0419 · prestonwealthadvisors.com

SEC IAPD record ↗

Fit score

62

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=25+10
  • employees 3-60+8

HNW clients

64

Other individuals

237

HNW assets

$175.4M

Total AUM

$286.0M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
GOVCON FUND L.P.Private Equity Fund$21.8M
GOVCON FUND II, LPPrivate Equity Fund$10.5M