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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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