# Preston Wealth Advisors

Preston Wealth Advisors is an Asset Manager based in Reston, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Reston, United States
- **Region:** North America
- **Address:** 1886 Metro Center Dr, Suite 620, Reston, VA 20190, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** prestonwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/prestonwealthadvisors

## Regulatory record

- **CRD number:** 165983
- **SEC file number:** 801-81195
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165983

## About

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.

## People

- 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

## 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.

## Related profiles

- [Preston Hollow Capital](https://altss.com/profile/preston-hollow-capital)
- [Preston-Werner Ventures](https://altss.com/profile/preston-werner-ventures)

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Last updated: 2026-08-11T15:07:49.000Z

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