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Preston Wealth Advisors
Preston Wealth Advisors is a boutique wealth management firm that serves high-net-worth individuals and entrepreneurs, professional athletes, and institutional...
Preston Wealth Advisors
Preston Wealth Advisors is a boutique wealth management firm that serves high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. They provide comprehensive financial planning and asset management. They are a fee-based fiduciary firm located in Reston, Virginia, and view clients as partners.
General information
Firm type
Generalist
Year founded
2015
Location
Region
North America
Country
United States
City
Reston
Corporate office
1886 Metro Center Dr, Suite 620, Reston, VA 20190, United States
Principals
Theodore J. Doremus
CEO, CCO, & Portfolio Manager
Gregory D. Mattingly
CFP®, CFO & Managing Partner of GovCon Funds
Peter Baker
Senior Wealth Advisor
Luke Addington
Associate Advisor
Nasir Qazi
Operations Manager
Frequently asked questions
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.
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