Adam James Knapik
Investment adviser representative at Reston Wealth Management
11 yearsExperience
1 stateRegistered in
$589.9MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Reston Wealth ManagementJul 2021 to now
- Charles Schwab Bank SsbNov 2016 to Jul 2021
- Charles Schwab & Co., Inc.Jul 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (VA).
Reston Wealth Management
Legal name: Reston Wealth Management, LLC.
$589.9MAssets managed
491Clients
4Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6530945
- Firm CRD
- 148816