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| Wealth Preservation Advisors LLC
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| |
|---|---|
| CRD # | 167518 |
| SEC # | 801-77997 |
| CIK # | |
| AUM | $479.7 MM (2024-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 423-486-9400 |
| Address | 715 Market Street Chattanooga, TN 37402 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 112.5 |
| (b) Individuals (high net worth individuals) | 90 | 367.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,009 | 479.7 |
| By Discretionary | ||
| Discretionary | 951 | 439.4 |
| Non-Discretionary | 58 | 40.3 |
| Total | 1,009 | 479.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 479.7 | |
| Total | 1,009 | 479.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mattern Wealth Management LLC
✚
|
KS | 0.5 |
|
Atwater Malick LLC
✚
|
PA | 0.5 |
|
Leverty Financial Group LLC
✚
|
WI | 0.5 |
|
Affinity Capital Advisors LLC
✚
|
CA | 0.5 |
|
MFA Wealth Advisors LLC
✚
|
PA | 0.5 |
|
Family Office Research LLC
✚
|
MD | 0.5 |
|
Clarity Wealth Advisors LLC
✚
|
CA | 0.5 |
|
The Moorings Group LLC
✚
|
GA | 0.5 |
|
Kitching Partners LLC
✚
|
PA | 0.5 |
|
Rockline Wealth Management LLC
✚
|
NY | 0.5 |