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| Wealth Preservation Advisors LLC
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|---|---|
| CRD # | 167518 |
| SEC # | 801-77997 |
| CIK # | 0001968434 |
| AUM | 591.6 M (2026-03-10) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 423-486-9400 |
| Address | 715 Market Street Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.3 | ||
| Amazon Com Inc | 15.1 | ||
| Alphabet Inc | 13.1 | ||
| Microsoft Corp | 8.4 | ||
| Apple Inc | 7.3 | ||
| Netflix Inc | 2.9 | ||
| Alphabet Inc | 2.1 | ||
| Owl Rock Capital Corp | 2.0 | ||
| Uber Technologies Inc | 1.2 | ||
| Simon Property Group Inc /DE/ | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 119.3 |
| (b) Individuals (high net worth individuals) | 108 | 472.4 |
| (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 | 988 | 591.6 |
| By Discretionary | ||
| Discretionary | 896 | 575.0 |
| Non-Discretionary | 92 | 16.7 |
| Total | 988 | 591.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.6 | |
| Total | 988 | 591.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001968434] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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