# WEALTH ENHANCEMENT & PRESERVATION, INC.

WEALTH ENHANCEMENT & PRESERVATION, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 124368
- Type: SEC-registered investment adviser
- Location: 2629 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA, 91361
- Phone: 805-449-1132
- Latest filing: 2026-03-27
- Regulatory AUM: $33.7M
- Discretionary AUM: $17.5M
- Non-discretionary AUM: $16.2M
- Clients: 2
- Accounts: 50

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124368/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124368/similar
- Related entities: https://search.stillhousedata.com/firm/124368/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124368

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.