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ASSET PRESERVATION ADVISORS, LLC

ATLANTA, GA · CRD 106741 · IAPD ↗ · assetpreservationadvisors.com · 404-261-1333

$11.05BRegulatory AUM
20Advisory reps
28Employees
1Clients
n/aPlanning clients
0Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — ASSET PRESERVATION ADVISORS, LLC notice-filed in HI, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
January 2026 — ASSET PRESERVATION ADVISORS, LLC notice-filed in ID, SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — ASSET PRESERVATION ADVISORS, LLC notice-filed in IA, MN, NH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — ASSET PRESERVATION ADVISORS, LLC reported RAUM up 54% ($6.93B -> $10.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — ASSET PRESERVATION ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — ASSET PRESERVATION ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
77
April 2024 — ASSET PRESERVATION ADVISORS, LLC grew from 13 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.