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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealth Preservation Advisors LLC
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| CRD # | 167518 |
| SEC # | 801-77997 |
| CIK # | 0001968434 |
| AUM | $536.1 M (2025-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 423-486-9400 |
| Address | 715 Market Street Chattanooga, TN 37402 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001968434 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 18.7 | ||
| Alphabet Inc | 18.0 | ||
| Nvidia Corp | 16.0 | ||
| Microsoft Corp | 12.0 | ||
| Uber Technologies Inc | 11.6 | ||
| Peoples Bancorp Inc | 8.5 | ||
| Apple Inc | 7.5 | ||
| Owl Rock Capital Corp | 2.9 | ||
| Netflix Inc | 2.7 | ||
| Facebook Inc | 2.0 | ||
| Salesforce Com Inc | 1.7 | ||
| Alphabet Inc | 1.6 | ||
| Simon Property Group Inc /DE/ | 1.3 | ||
| ARK 21Shares Bitcoin ETF | 1.1 | ||
| First Horizon National Corp | 1.1 | ||
| FB Financial Corp | 0.9 | ||
| Tesla Motors Inc | 0.8 | ||
| PNC Financial Services Group Inc | 0.7 | ||
| S Y Bancorp Inc | 0.7 | ||
| Deere & Co | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 81.1 |
| (b) Individuals (high net worth individuals) | 85 | 455.0 |
| (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 | 1,024 | 536.1 |
| By Discretionary | ||
| Discretionary | 947 | 513.1 |
| Non-Discretionary | 77 | 23.0 |
| Total | 1,024 | 536.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 536.1 | |
| Total | 1,024 | 536.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001968434] |
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|---|---|---|
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Socorro Asset Management LP
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