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WEALTH PRESERVATION ADVISORS, LLC

CHATTANOOGA, TN · CRD 167518 · IAPD ↗ · 423-486-9400

$591.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — WEALTH PRESERVATION ADVISORS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — WEALTH PRESERVATION ADVISORS, LLC now reports custody of client assets ($221.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — WEALTH PRESERVATION ADVISORS, LLC crossed $500M in regulatory AUM ($479.7M -> $536.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — WEALTH PRESERVATION ADVISORS, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — WEALTH PRESERVATION ADVISORS, LLC shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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