WEALTH ACCUMULATION & PRESERVATION, INC.

WEALTH ACCUMULATION & PRESERVATION, INC. of STREATOR, IL is an SEC-registered investment adviser (CRD 156408). Regulatory assets under management: $40.7M.

Registration

• CRD: 156408
• Type: Registered investment adviser
• Location: 201 DANNY'S DRIVE, STREATOR, IL, 61364
• Phone: 815-672-6152
• Latest filing: 2026-02-16
• Regulatory AUM: $40.7M
• Discretionary AUM: $40.7M
• Clients: 2
• Accounts: 449

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search