WEALTH PRESERVATION ADVISORS, LLC
Firm details
- Headquarters
- CHATTANOOGA, Tennessee
- CRD number
- 167518
- Registered since
- May 10, 2013
- Website
- www.wpafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.84%
- Individuals20.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Preservation Advisors, LLC is an independent SEC-registered registered investment adviser that provides fee-based wealth management primarily to individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection. It operates as a capital allocator, directing client capital to third-party alternative managers rather than relying solely on in-house private funds. The adviser charges fees based on assets under management and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds30%
- Private Funds23%
- Cash & Cash Equivalents6%
- Other3%
Contacts
2 of 2NINA STROZAK
Wealth AdvisorCRD 3157452
GENE RICE
Wealth AdvisorCRD 2944080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$24.6M in ETFs
84%
$20.8M
7%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $4.9M | 24,811 | 19.76% |
Location
CHATTANOOGA, TN
HAMILTON
Location
CHATTANOOGA, TN
Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- HAMILTON
- Address
- 715 Market St
- Time zone
- CT (UTC-6)
- Office locations
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