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| Wealth Preservation Advisors LLC
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|---|---|
| CRD # | 167518 |
| SEC # | 801-77997 |
| CIK # | |
| AUM | $388.4 MM (2023-03-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 423-486-9400 |
| Address | 832 Georgia Avenue Chattanooga, TN 37402 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 113.8 |
| (b) Individuals (high net worth individuals) | 65 | 274.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 921 | 388.4 |
| By Discretionary | ||
| Discretionary | 910 | 367.6 |
| Non-Discretionary | 11 | 20.9 |
| Total | 921 | 388.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.4 | |
| Total | 921 | 388.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DOHJ LLC
✚
|
WA | 0.4 |
|
Wellspring Wealth Management LLC
✚
|
GA | 0.4 |
|
FCF Advisors LLC
✚
|
NY | 0.4 |
|
Wooster Corthell Wealth Management Inc
✚
|
CT | 0.4 |
|
Laffer Tengler Investments Inc
✚
|
TN | 0.4 |
|
HOGE Financial Services LLC
✚
|
PA | 0.4 |
|
Oxler Private Wealth LLC
✚
|
NY | 0.4 |
|
BMS Financial Advisors LLC
✚
|
SD | 0.4 |
|
Andrews Lucia Wealth Management LLC
✚
|
CA | 0.4 |
|
Financial Strategies Group Inc
✚
|
MI | 0.4 |