← Back to search
WEALTH ACCUMULATION & PRESERVATION, INC.
CRD 156408
201 DANNY'S DRIVE, SUITE 3, STREATOR, IL, 61364, United States
Phone
815-672-6152
Fax
815-673-1924
Registration
— (—)
Source
State registered
Total AUM
$40.7M
Discretionary AUM
$40.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 273 | $27.6M |
| High net worth individuals | 16 | $12.9M |
| State/municipal entities | 1 | $103K |
Official SEC filing: View on IAPD