ASSET PRESERVATION ADVISORS, LLC

CRD 106741 · SEC 801-41636

Visit website

3344 PEACHTREE ROAD, NE, SUITE 2050, ATLANTA, GA, 30326, United States

Phone

404-261-1333

Fax

866-562-1906

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.05B

Discretionary AUM

$11.05B

Team

28 total employees; 20 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	1033	$582.9M
High net worth individuals	1714	$8.59B
Investment companies	1	$17.7M
Charitable organizations	9	$31.5M
Corporations/business entities	272	$1.83B

States served

AL, AZ, AR, CA, DE, GA, ID, IL, IA, KY, LA, MD, MA, MI, MN, MS, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTP://ASSETPRESERVATIONADVISORS.COM/
https://www.linkedin.com/company/asset-preservation-advisors
https://www.apabonds.com

Official SEC filing: View on IAPD