# Reston Wealth Management

Reston Wealth Management is a Bank / Wealth / Trust based in Reston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reston, United States
- **Region:** North America
- **Address:** 1984 Isaac Newton Square, Suite 107, Reston, VA 20190, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** restonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/reston-wealth-management

## Regulatory record

- **CRD number:** 148816
- **SEC file number:** 801-70555
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148816

## About

Bob Tucker, CFP, ChFC, CLU, launched the firm in 2003 after operating as an independent advisor since 1995. Based in Reston, Virginia, the practice targets high-net-worth individuals, families, and business owners. Tucker spent more than three decades in the advisory business before bringing on a team that now includes eight professionals, among them three additional wealth advisors — Alex Voorhees, Crystal Matlock, and Chloe Kirwan. The firm delivers integrated wealth management and financial planning across six service lines: investment management, retirement planning, estate and insurance planning, financial planning, tax planning, and business-owner services. Assets are custodied at Fidelity and Charles Schwab, and the firm charges a transparent asset-based fee. The client base is domestic but includes relationships outside the U.S., according to the firm’s own disclosures. The practice does not publish a discrete AUM figure or a deployment track record. Reston Wealth Management operates a single office in Northern Virginia. In addition to the wealth advisors, the team includes an operations manager, an office manager, a project assistant, and an administrative assistant. The firm has not announced recent fund closes, new offices, leadership transitions, or other dated operational events in the last 24 months that could inform current posture. The structural differentiator is its independence. By avoiding bank or broker-dealer ownership and maintaining a fiduciary, fee-only model, the firm can select third-party solutions without institutional conflicts. The succession model is informally anchored by a team of four CFP professionals, though the firm has not publicly outlined a formal continuity plan.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Estate & Insurance Planning
- Tax Planning
- Business Owner Services

## People

- Bob Tucker — Wealth Advisor, Founder and President
- Alex Voorhees — Wealth Advisor
- Crystal Matlock — Wealth Advisor
- Chloe Kirwan — Operations Consultant
- Adam Knapik — Operations Manager

## Questions

### Who runs investment decisions at Reston Wealth Management?

Bob Tucker, the founder and president, leads the advisory team. The firm lists three additional wealth advisors — Alex Voorhees, Crystal Matlock, and Chloe Kirwan — on its website. No external investment committee or separate CIO is disclosed.

### How does Reston Wealth Management source clients?

The firm describes itself as a fiduciary, fee-only practice serving high-net-worth individuals, families, business owners, and retirees. It does not disclose a formal client-acquisition channel or referral network. Its physical presence is a single office in Reston, Virginia.

### Where are client assets custodied?

The firm states on its website that it provides professional investment management with assets custodied at Fidelity and Charles Schwab. This is standard for independent RIAs that avoid holding client funds directly.

### What is Reston Wealth Management's known posture on alternative investments?

The firm’s public materials focus on wealth management, financial planning, and a transparent asset-based fee structure. There is no mention of private-equity commitments, venture capital, direct co-investments, or other alternative asset classes.

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Last updated: 2026-06-03T20:00:00.000Z

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