Reston Wealth Management, Llc.
- Regulatory AUM
- $590M
- Discretionary
- $577M
- Clients
- 491
- Avg AUM / client
- $1.2M
- Accounts
- 1,776
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Investments (13F portfolio — 62 positions, $326,435,948)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | FUNDAMENTAL US L | $64,879,079 | 2,329,590 | 19.9% | 11.0% |
| 2 | Spdr Series Trust | STATE STREET SPD | $62,951,641 | 642,954 | 19.3% | 10.7% |
| 3 | Fidelity Covington Trust | ENHANCED INTL | $38,318,631 | 1,030,071 | 11.7% | 6.5% |
| 4 | Spdr Series Trust | STATE STREET SPD | $32,371,189 | 1,263,512 | 9.92% | 5.49% |
| 5 | Spdr Series Trust | STATE STREET SPD | $20,258,585 | 342,090 | 6.21% | 3.43% |
| 6 | Ishares Tr | US SML CAP EQT | $20,102,054 | 266,288 | 6.16% | 3.41% |
| 7 | Spdr Index Shs Fds | STATE STREET SPD | $15,093,502 | 330,635 | 4.62% | 2.56% |
| 8 | Spdr Series Trust | STATE STREET SPD | $11,778,296 | 208,171 | 3.61% | 2.0% |
| 9 | Schwab Strategic Tr | US AGGREGATE B | $9,799,003 | 422,007 | 3.0% | 1.66% |
| 10 | Schwab Strategic Tr | FUNDAMENTAL US S | $6,196,524 | 191,074 | 1.9% | 1.05% |
| 11 | Schwab Strategic Tr | US MID-CAP ETF | $5,733,456 | 185,189 | 1.76% | 0.97% |
| 12 | Vanguard Bd Index Fds | TOTAL BND MRKT | $2,891,100 | 39,260 | 0.89% | 0.49% |
| 13 | Ishares Tr | EAFE SML CP ETF | $2,425,180 | 30,929 | 0.74% | 0.41% |
| 14 | Schwab Strategic Tr | INTL EQTY ETF | $2,173,748 | 87,828 | 0.67% | 0.37% |
| 15 | Schwab Strategic Tr | US LCAP GR ETF | $2,087,425 | 71,659 | 0.64% | 0.35% |
| 16 | Microsoft Corp | COM | $2,083,734 | 5,629 | 0.64% | 0.35% |
| 17 | Nvidia Corporation | COM | $1,901,267 | 10,902 | 0.58% | 0.32% |
| 18 | Alphabet Inc | CAP STK CL C | $1,899,351 | 6,621 | 0.58% | 0.32% |
| 19 | Apple Inc | COM | $1,733,782 | 6,832 | 0.53% | 0.29% |
| 20 | Invesco Exchange Traded Fd T | S&P500 PUR GWT | $1,667,602 | 35,678 | 0.51% | 0.28% |
| 21 | Alphabet Inc | CAP STK CL A | $1,471,981 | 5,119 | 0.45% | 0.25% |
| 22 | Ishares Tr | RUS 1000 GRW ETF | $979,972 | 2,298 | 0.3% | 0.17% |
| 23 | Ishares Tr | MSCI EAFE ETF | $972,272 | 10,010 | 0.3% | 0.16% |
| 24 | Jpmorgan Chase & Co. | COM | $848,860 | 2,886 | 0.26% | 0.14% |
| 25 | Amazon Com Inc | COM | $838,078 | 4,024 | 0.26% | 0.14% |
Top 25 of 62 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 307 | $120M | 20.4% |
| High net worth individuals | 173 | $448M | 76.0% |
| Pension and profit sharing plans | 7 | $12.4M | 2.1% |
| Charitable organizations | 1 | $2.1M | 0.36% |
| Corporations and other businesses | 3 | $6.7M | 1.14% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Eugene Tucker | Managing Member | CFP Chartered Financial Consultant | Jan 2003 (24y) | 75% or more |
| Chloerissa Grey Kirwan | Chief Compliance Officer | CFP Chartered Financial Consultant | Mar 2011 (15y) | Less than 5% |
| Alexander Coerte Voorhees | Partner | CFP | Oct 2014 (12y) | 10% – 25% |
| Crystal Renee Matlock | Registered representative | Nov 2016 (10y) | ||
| Adam James Knapik | Registered representative | Jul 2021 (5y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 893 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $371M (63% of AUM) Mar 2026
- Charles Schwab & Co. $119M (20% of AUM) Mar 2026
- LPL Financial $63.9M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗