Preston Wealth Advisors
Asset Manager SEC-registered adviser
Legal name: Preston Wealth Advisors, LLC.
AUM
$286.0M
Regulatory AUM
Private funds
2
Private Equity 2
Private fund assets
$32.3M
Gross asset value
Employees
5
Last Form D raise
Dec 2024
Most recent fund filing
From SEC Form ADV filing (filed Mar 24, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
G
T
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Govcon Fund II, LP | Private Equity | $10.5M | $11.9M | 48 | Dec 2024 | Cool |
| Govcon Fund L.P. | Private Equity | $21.8M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 165983
- SEC file number
- 801-81195
Sources
- SEC Form ADV Oct 14, 2026