CHATTANOOGA, TNCRD 167518Latest ADV March 10, 2026
Wealth Preservation Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated March 10, 2026, reports $592M in regulatory assets under management, 3 employees, and 988 accounts.
Assets Under Management
$592M
Employees
3
Offices
--
Total Clients
330
Primary office
CHATTANOOGA, TN
715 MARKET STREET, SUITE 307, CHATTANOOGA, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.3% of total clients.
Top client categories% of clientsClients
1
Individuals
67.3%
222
2
HNWI
32.7%
108
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$592Mas of March 10, 2026
Discretionary97.2%
$575M
97% of total RAUM97.2%
Non-discretionary2.8%
$17M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$592M
Total Accounts988
10Y AUM Change+$391M (+194.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee110:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.