Investment adviser · CRD 165983
PRESTON WEALTH ADVISORS, LLC.
Investment adviser filing (IA)
RESTON, VA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $286M Form ADV · Item 5.F
- Client accounts
- 886 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 64 | $175,381,570 | 61.3% |
| Individuals | 237 | $67,736,416 | 23.7% |
| Pooled investment vehicles | 2 | $30,055,692 | 10.5% |
| Retirement plans | 8 | $12,181,839 | 4.3% |
| Charities | Fewer than 5 | $624,953 | 0.2% |
| Other clients | 83 | $0 | 0.0% |
Filing source
Form ADV 2075700 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
GOVCON FUND L.P.Private Equity Fund · Last reported Mar 24, 2026$21.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHN REZNICK
PCAOB 596
Fund details & source
- Fund ID
- 805-7092720002
- Reported beneficial owners
- 38
- Minimum commitment
- $250K
Form ADV 2075700 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GOVCON FUND II, LPPrivate Equity Fund · Last reported Mar 24, 2026$10.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK
PCAOB 596
Fund details & source
- Fund ID
- 805-2215023924
- Reported beneficial owners
- 45
- Minimum commitment
- $250K
- Form D file number
- 021-490533
Form ADV 2075700 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PWA CAPITAL FUND, LLCHedge Fund · Last reported Mar 6, 2017$326KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-8982864961
- Reported beneficial owners
- 4
- Minimum commitment
- $50K
- Form D file number
- 021-487981
Form ADV 1082507 · Mar 6, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Market timing · Educational seminars
Compensation
Percentage of assets · Performance-based
Principal office
1886 METRO CENTER DRIVE, SUITE 620RESTON, VA, 20190, United States
CRD 165983
Filing source
Form ADV 2075700 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.