Preston Wealth Advisors
Preston Wealth Advisors is a private equity and venture manager in Reston, VA. It is registered with the SEC as an investment adviser with $286M in regulatory assets and 5 staff. It has 1 fund on file, the latest reported in November 2022.
Funds on file
1
Raised, all funds
$20.3M
Regulatory assets
$286M
Staff
5
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$286M
Employees5
Clients237 individuals, 83 other, 64 wealthy individuals, 8 pension plans and 2 private funds.
Control personsTheodore, James Doremus, Gregory, Dean Mattingly.
Private funds2 private funds holding $38.5M in gross assets.