Reston Wealth Management

Overview

Reston Wealth Management is an SEC registered investment adviser based in Reston, VA, registered since 2009. It reports $59M in assets under management across 1,776 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM

$59M

Discretionary

98%

Accounts

1,776

Average account

$332K

Employees

8

Advisory reps

4

Registered since

2009

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Robert Eugene Tucker Managing Member, Chief Compliance Officer CRD 1610751
• Alexander Coerte Voorhees Partner CRD 6153993

Advisory reps 3 of 4

• Adam James Knapik Insurance Agent · Investment Adviser Rep CRD 6530945
• Crystal Renee Matlock Investment Adviser Rep CRD 2585322
• Robert Eugene Tucker III Insurance Agent · Investment Adviser Rep CRD 1610751

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1984 Isaac Newton Sq W Ste 107
Reston, VA 20190

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: financialfieldnotes.com

Every state, with registration dates

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