# PRESTON WEALTH ADVISORS, LLC.

PRESTON WEALTH ADVISORS, LLC. of RESTON, VA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 165983
- Type: SEC-registered investment adviser
- SEC file number: 801-81195
- Location: 1886 METRO CENTER DRIVE, SUITE 620, RESTON, VA, 20190
- Phone: 703-757-0419
- Latest filing: 2026-03-24
- Regulatory AUM: $286.0M
- Discretionary AUM: $286.0M
- Clients: 5
- Accounts: 886

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Individuals, High net worth, Pensions, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Theodore James Doremus | CEO, CCO, MANAGING MEMBER | — |
| Gregory Dean Mattingly | CFO, MANAGING MEMBER | — |
| BERMAN NEIL ANDREW | SENIOR VICE PRESIDENT | — |
| DOREMUS THEODORE JAMES | CEO, CCO, MANAGING MEMBER; CEO, CCO, MANAGING PARTNER | — |
| MATTINGLY GREGORY DEAN | CFO, MANAGING MEMBER; CFO, PARTNER | — |
| BEINECKE ALLISON BAUM | COO | — |
| JABBOUR RENA AMAL | VICE PRESIDENT | — |
| Brazley Maria Gabriela | DIRECTOR OF OPERATIONS | — |
| HODGE LUCAS W | DIRECTOR OF OPERATIONS | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-09-21 | regulatory | VIOLATION OF 21 VAC 5-80-160A (19) OF THE COMMISSION'S RULES REGARDING INVESTMENT ADVISERS REQUIRING SUPERVISION OF EMPLOYEES AND INVESTMENT ADVISER REPRESENTATIVES. | Final | $8K |
| 2014-09-26 | regulatory | ENGAGING IN INVESTMENT ADVISORY BUSINESS WITHIN THE STATE OF FLORIDA WITHOUT REGISTRATION IN VIOLATION OF SECTION 517.12(4), FLORIDA STATUTES | Final | $6K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165983/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165983/similar
- Related entities: https://search.stillhousedata.com/firm/165983/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165983

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.