ASSET ACCUMULATION,PROTECTION,PRESERVATION AND TRANSFER, LLC

ASSET ACCUMULATION,PROTECTION,PRESERVATION AND TRANSFER, LLC is an SEC-registered investment adviser (CRD 125398). Regulatory assets under management: $13.6M.

Registration

• CRD: 125398
• Type: Registered investment adviser
• Phone: 770-874-0083
• Latest filing: 2026-03-13
• Regulatory AUM: $13.6M
• Non-discretionary AUM: $13.6M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125398 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search