Wealth Enhancement & Preservation of GA LLC

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Wealth Enhancement & Preservation of GA LLC
CRD #172788
SEC #801-115264
CIK #0001803919
AUM $132.0 MM (100% Disc, 100% US, 2020-06-30)
Employees 13 (46% Investors, 38% Brokers)
Phone678-739-0175
Address5755 North Point Pkwy
Alpharetta, GA 30022
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
14011284562802010201320172021
Sector Issuer Cap ($MM) Value ($MM)
SPLG 44.8
SPTM 26.9
SYE 14.3
FTCS 14.0
DIA 13.1
QTEC 12.4
FV 8.1
IFV 8.0
SPAB 4.1
AAPL 0.7 2.0
View All
Holdings by Sector ($)
2.01.61.20.80.40.02019201920202021
Comparable Firms State AUM ($BB)
Truenorth Financial Services LLC
WA 0.1
Richard L Evans Investment Management LLC
IL 0.1
Waterstone Wealth Advisors LLC
NJ 0.1
Main Street Investment Advisors LLC
IL 0.1
Sloan Asset Management AG
0.1
Belvoir Wealth Management AG
0.1
Ascendant Wealth Management LLC
FL 0.1
McCay Wealth Advisory LLC
TN 0.1
Fenton Gregory Coleman
MA 0.1
EDMP Inc
FL 0.1
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