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 advisory firm organized as an LLC and operating since 2013. Its client focus is individuals and families and it charges fees based on a percentage of assets under management. The firm describes itself as a capital allocator and includes manager selection among its services, working with third-party managers to place alternative strategies alongside public-market investments. Core advisory services are financial planning and portfolio management for individuals and small businesses; the firm also provides pension-consulting work and the selection of other advisers. It does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2
Nina 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 31Active vs passive
$34.3M in ETFs
86%
$29.6M
3%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $8M | 36,801 | 23.38% |
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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