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WEALTH ENHANCEMENT & PRESERVATION, INC.
CRD 124368
2629 TOWNSGATE ROAD, SUITE 215, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-449-1132
Fax
805-449-1158
Registration
— (—)
Source
State registered
Total AUM
$33.7M
Discretionary AUM
$17.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.5M |
| High net worth individuals | 36 | $25.2M |
| Charitable organizations | 5 | $7.0M |
All web addresses on file
Official SEC filing: View on IAPD