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Wealth Preservation Advisors, LLC

● SEC registered since 2013CRD 167518SEC# 801-77997Chattanooga, TN
Export (members)
Reg. AUM
$536.1M
Employees
3
Accounts
1,024
Location
Chattanooga, TN

Wealth Preservation Advisors, LLC assets under management

Wealth Preservation Advisors, LLC operates as an SEC-registered investment adviser based in Chattanooga, TN. The firm has been registered since 2013. It reports $536.1 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/nina-strozak-976a1235View on SEC.gov ↗

Wealth Preservation Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Htp Enterprises, LLC ControlOwnerOver 75%2014
Nina Kristin Strozak ControlChief Compliance OfficerUnder 5%2014
Gene Ray Rice ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Wealth Preservation Advisors, LLC manage?

Wealth Preservation Advisors, LLC reports $536.1 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Preservation Advisors, LLC have?

Wealth Preservation Advisors, LLC reports 3 employees.

Where is Wealth Preservation Advisors, LLC located?

Wealth Preservation Advisors, LLC is based in Chattanooga, TN and has been SEC-registered since 2013.

Does Wealth Preservation Advisors, LLC disclose fund performance?

Wealth Preservation Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address715 Market Street, Suite 307, Chattanooga, TN 37402
Phone423-486-9400
Fax423-486-9402
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$513.1M
Non-discretionary$23M
Total (RAUM)$536.1M