Wealth Preservation Advisors, LLC
● SEC registered since 2013CRD 167518SEC# 801-77997Chattanooga, TN
Reg. AUM
$591.6M
Employees
3
Accounts
988
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 $591.6 million in regulatory assets under management and employs 3 people.
Wealth Preservation Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Htp Enterprises, LLC Control | Owner | Over 75% | 2014 |
| Nina Kristin Strozak Control | Chief Compliance Officer | Under 5% | 2014 |
| Gene Ray Rice Control | Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Wealth Preservation Advisors, LLC manage?
Wealth Preservation Advisors, LLC reports $591.6 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
| Address | 715 Market Street, Suite 307, Chattanooga, TN 37402 |
| Phone | 423-486-9400 |
| Fax | 423-486-9402 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$591.6M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$591.6Mregulatory AUM
Discretionary $575MNon-discretionary $16.7M