WEALTH PRESERVATION ADVISORS, LLC

715 Market Street
Suite 307
Chattanooga, Tennessee 37402
Tel: 423-486-9400

About WEALTH PRESERVATION ADVISORS, LLC

WEALTH PRESERVATION ADVISORS, LLC, formally registered with the SEC as WEALTH PRESERVATION ADVISORS, LLC. The firm was established in 05/10/2013. They have over 1 offices throughout the country.

WEALTH PRESERVATION ADVISORS, LLC is a Chattanooga, Tennessee based Financial Planning firm with nearly $479,695,015 assets under management, offering retirement planning & investment advisory services to 1009 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167518
SEC#	801-77997
Assets Managed by Firm	$479,695,015
No. of Clients	1009
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1009	$479,695,015
Individuals (other than high net worth individuals)	233	$112,546,695
High net worth individuals	90	$367,148,320

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