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WEALTH PRESERVATION ADVISORS, LLC
CRD 167518 · SEC 801-77997
715 MARKET STREET, SUITE 307, CHATTANOOGA, TN, 37402, United States
Phone
423-486-9400
Fax
423-486-9402
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$591.6M
Discretionary AUM
$575.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $119.3M |
| High net worth individuals | 108 | $472.4M |
States served
AL, CA, GA, KY, LA, NY, OH, TN, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD