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Preston Wealth Advisors
Preston Wealth Advisors is a Reston-based fiduciary asset manager with a disclosed venture strategy from seed to late stage, but undisclosed principals...
Preston Wealth Advisors
Preston Wealth Advisors is an SEC-registered investment adviser in Reston, VA, since 2015. The firm manages $286 million in assets. It has 5 employees and 4 investment advisers.
General information
Firm type
Generalist
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Reston
Corporate office
1886 Metro Center Dr, Suite 620, Reston, VA 20190, United States
Frequently asked questions
Who runs investment decisions at Preston Wealth Advisors?
The firm does not name any principals, portfolio managers, or investment committee members on its website or publicly available materials. No leadership names were identified in the sources consulted. Allocators would need to request this information directly.
What is Preston Wealth Advisors' known investment posture on direct deals versus fund commitments?
The firm's disclosed strategy covers early-stage seed and startup, expansion, late-stage, and general venture capital. It does not specify whether it pursues direct deals, fund commitments, co-investments, or a blend of these structures.
Which sectors does Preston Wealth Advisors explicitly avoid?
No sector exclusions, negative screens, or avoided industries are disclosed. The firm's website does not list any sector tags, focus areas, or investment restrictions.
Where does the underlying capital come from?
The firm does not disclose the source of its assets under management. It does not identify any parent entity, wealth origin, institutional LP base, or high-net-worth client profile beyond general fiduciary wealth advisory language.
Does Preston Wealth Advisors maintain philanthropic structures, and how are they separated?
No philanthropic vehicles, donor-advised funds, or foundations are disclosed in connection with the firm. Its website makes no mention of charitable entities or separations.
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