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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT, LLC., CRD 148816

RESTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2976f53b-2f6b-5008-aa16-c931eb08e488

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Feb 2, 2012 to Mar 20, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $590MItem 5.F on the latest filing (2026-03-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $577M
Private client RAUM: $569MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $147Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,776
Individual clients: 307
High net worth clients: 173
SEC number: 801-70555
CIK: 1767617
CRD: 148816
Filings on the tape: 29
First filed: Feb 2, 2012
Latest filed: Mar 20, 2026
Organised: Limited Liability Company, VA
Website: financialfieldnotes.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Robert Eugene Tucker	Certified Financial Planner\|Chartered Financial Consultant	RESTON, VA	16	39	1	no
ALEXANDER COERTE VOORHEES	Certified Financial Planner	RESTON, VA	11	12	n/a	no
CRYSTAL RENEE MATLOCK	n/a	Reston, VA	9	26	1	no
ADAM JAMES KNAPIK	n/a	RESTON, VA	5	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Tucker, Robert, Eugene	MANAGING MEMBER	E	yes	01/2003	Feb 2, 2012	Nov 5, 2024
KIRWAN, CHLOERISSA, GREY	CHIEF COMPLIANCE OFFICER	Na	no	03/2011	Feb 2, 2012	Nov 5, 2024
VOORHEES, ALEXANDER, COERTE	Partner	B	no	01/2017	Mar 5, 2017	Nov 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$590M	$577M	8	3	0	n/a	n/a
2024	Mar 26, 2025	$477M	$464M	9	5	0	n/a	n/a
2023	Mar 28, 2024	$412M	$399M	8	5	0	n/a	n/a
2022	Mar 31, 2023	$345M	$334M	8	5	0	n/a	n/a
2021	Mar 30, 2022	$410M	$395M	8	5	0	n/a	n/a
2020	Mar 29, 2021	$359M	$346M	8	5	0	n/a	n/a
2019	Mar 30, 2020	$324M	$319M	8	5	0	n/a	n/a
2018	Feb 12, 2019	$246M	$238M	8	5	0	n/a	n/a
2017	Mar 23, 2018	$239M	$224M	8	5	0	n/a	n/a
2016	Mar 5, 2017	$210M	$202M	8	4	n/a	n/a	n/a
2015	Feb 23, 2016	$188M	$184M	8	2	n/a	n/a	n/a
2014	Mar 30, 2015	$185M	$179M	8	2	n/a	n/a	n/a
2013	Mar 31, 2014	$169M	$167M	8	2	n/a	n/a	n/a
2012	Mar 28, 2013	$117M	$116M	7	2	n/a	n/a	n/a
2011	Feb 2, 2012	$104M	$103M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$590M	$477M	23.7%	$345M	19.6%	8	9	0	0

Relationships

Registered with (6)

← ADAM JAMES KNAPIKAdvisorregistration: current employment
Jul 13, 2021 to presentfactForm ADV
← CRYSTAL RENEE MATLOCKAdvisorregistration: current employment
Nov 21, 2016 to presentfactForm ADV
← ALEXANDER COERTE VOORHEESAdvisorregistration: current employment
Oct 30, 2014 to presentfactForm ADV
← Robert Eugene TuckerAdvisorregistration: current employment
Oct 15, 2009 to presentfactForm ADV
← CHLOERISSA GREY KIRWANAdvisorregistration: previous registration
Jan 6, 2017 to Dec 1, 2025factForm ADV
← DANIEL ELMER MORGANAdvisorregistration: previous registration
Jun 3, 2011 to Nov 6, 2014factForm ADV

Controls (1)

← Tucker, Robert, EugeneOwnerMANAGING MEMBER, ownership code E, individual
Feb 2, 2012 to Nov 5, 2024factForm ADV

Owns (2)

← KIRWAN, CHLOERISSA, GREYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 2, 2012 to Nov 5, 2024factForm ADV
← VOORHEES, ALEXANDER, COERTEOwnerPARTNER, ownership code B, individual
Mar 5, 2017 to Nov 5, 2024factForm ADV

Dated events

Occurred
Dec 1, 2025
Advisor changed firm
Chloerissa Grey Kirwan left Reston Wealth Management for Grey Kirwan Financial (registered 2025-12-02)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
Control person left
Sue Linda Tucker (Member) no longer on Schedule A of Reston Wealth Management (listed 2020-10-20, absent 2021-03-29)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2976f53b-2f6b-5008-aa16-c931eb08e488
First observed: Feb 2, 2012
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RESTON WEALTH MANAGEMENT

RESTON WEALTH MANAGEMENT, LLC., CRD 148816

RESTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2976f53b-2f6b-5008-aa16-c931eb08e488

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Robert Eugene Tucker

Certified Financial Planner|Chartered Financial Consultant

RESTON, VA

ALEXANDER COERTE VOORHEES

Certified Financial Planner

RESTON, VA

n/a

CRYSTAL RENEE MATLOCK

n/a

Reston, VA

ADAM JAMES KNAPIK

n/a

RESTON, VA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Tucker, Robert, Eugene

MANAGING MEMBER

yes

01/2003

Feb 2, 2012

Nov 5, 2024

KIRWAN, CHLOERISSA, GREY

CHIEF COMPLIANCE OFFICER

03/2011

Feb 2, 2012

Nov 5, 2024

VOORHEES, ALEXANDER, COERTE

Partner

01/2017

Mar 5, 2017

Nov 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$590M

$577M

n/a

2024

Mar 26, 2025

$477M

$464M

n/a

2023

Mar 28, 2024

$412M

$399M

n/a

2022

Mar 31, 2023

$345M

$334M

n/a

2021

Mar 30, 2022

$410M

$395M

n/a

2020

Mar 29, 2021

$359M

$346M

n/a

2019

Mar 30, 2020

$324M

$319M

n/a

2018

Feb 12, 2019

$246M

$238M

n/a

2017

Mar 23, 2018

$239M

$224M

n/a

2016

Mar 5, 2017

$210M

$202M

n/a

2015

Feb 23, 2016

$188M

$184M

n/a

2014

Mar 30, 2015

$185M

$179M

n/a

2013

Mar 31, 2014

$169M

$167M

n/a

2012

Mar 28, 2013

$117M

$116M

n/a

2011

Feb 2, 2012

$104M

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$590M

$477M

23.7%

$345M

19.6%