Reston Wealth Management LLC
Reston Wealth Management LLC is a fiduciary, fee-only financial advisory firm headquartered in Reston, Virginia. Founded by Bob Tucker, who has over 30 years' experience in the industry, the firm employs an experienced team committed to serving business owners, high net worth individuals, and families. As a registered investment adviser (RIA), Reston Wealth Management prioritizes client relationships and values-driven service. Operating independently from banks, they aim to deliver best-in-class financial solutions with no conflicts of interest. The firm focuses on comprehensive financial and retirement planning as well as investment management for its clients in Northern Virginia and beyond. The latest filings indicate the firm manages about $285 million in assets and holds 54 positions in its portfolio, with a focus on fiduciary client service and bespoke financial advice.
Investment Strategy
Reston Wealth Management LLC employs a diversified, client-focused investment strategy tailored to individual goals. Their approach emphasizes long-term financial planning, portfolio diversification, and risk management, primarily using ETFs and mutual funds to balance growth and stability. As a fee-only fiduciary, they avoid products with conflicts of interest and offer unbiased advice. Their portfolio is structured around asset allocation strategies intended to maximize returns while controlling for downside risk, reflecting clients’ values and needs. Top holdings include broad-market ETFs, indicating a preference for passive management, cost efficiency, and disciplined rebalancing.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 22.77% | $70.5M | 674,839 | $50.11 | $104.51 | +$6.4M |
F FNDX | SCHWAB STRATEGIC TR | 19.92% | $61.7M | 2,346,302 | $18.06 | $26.30 | +$5.5M |
S SPDW | SPDR INDEX SHS FDS | 12.50% | $38.7M | 904,576 | $28.16 | $42.79 | +$2.0M |
S SPAB | SPDR SERIES TRUST | 7.95% | $24.6M | 952,736 | $28.57 | $25.85 | +$805.3K |
S SPMD | SPDR SERIES TRUST | 6.98% | $21.6M | 378,032 | $41.45 | $57.19 | +$1.1M |