WEALTH PRESERVATION CONSULTANTS, LLC.

WEALTH PRESERVATION CONSULTANTS, LLC. is an SEC-registered investment adviser (CRD 158529). Regulatory assets under management: $7.7M.

Registration

• CRD: 158529
• Type: Registered investment adviser
• Phone: 610-308-1759
• Latest filing: 2026-01-08
• Regulatory AUM: $7.7M
• Discretionary AUM: $7.7M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Other.

Clients served: 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 158529 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search