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WEALTH PRESERVATION ADVISORS, LLC
CRD 167518File 801-77997
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$591.6M
Above cohort median (national)
Discretionary AUM
$575.0M
Non-discretionary $16.7M
Clients
330
988 accounts
Employees
3
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 10, 2013
- Principal office
- 715 MARKET STREET, SUITE 307, CHATTANOOGA, TN, 37402
- Phone
- 423-486-9400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $591.6M
- Discretionary AUM
- $575.0M
- Non-discretionary AUM
- $16.7M
- Discretionary accounts
- 896
- Non-discretionary accounts
- 92
- Total accounts
- 988
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 108 | $472.4M |
| Individuals (other than high net worth individuals) | 222 | $119.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.