WEALTH ENHANCEMENT & PRESERVATION, INC.

WEALTH ENHANCEMENT & PRESERVATION, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 124368). Regulatory assets under management: $33.7M.

Registration

• CRD: 124368
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124368 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search