Overview
Assets Under Management: $185 million
Headquarters: ALPHARETTA, GA
High-Net-Worth Clients: 300
Average Client Assets: $0.5 million
Frequently Asked Questions
WEALTH ENHANCEMENT & PRESERVATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172788), WEALTH ENHANCEMENT & PRESERVATION is subject to fiduciary duty under federal law.
WEALTH ENHANCEMENT & PRESERVATION is headquartered in ALPHARETTA, GA.
WEALTH ENHANCEMENT & PRESERVATION serves 300 high-net-worth clients according to their SEC filing dated May 30, 2023. View client details ↓
According to their SEC Form ADV, WEALTH ENHANCEMENT & PRESERVATION offers financial planning and portfolio management for individuals. View all service details ↓
WEALTH ENHANCEMENT & PRESERVATION manages $185 million in client assets according to their SEC filing dated May 30, 2023.
According to their SEC Form ADV, WEALTH ENHANCEMENT & PRESERVATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 300
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.68%
Average Client Assets: $0.5 million
Total Client Accounts: 1,368
Discretionary Accounts: 1,368
Regulatory Filings
CRD Number: 172788
Filing ID: 1760692
Last Filing Date: 2023-05-30 08:26:00