# WEALTH PRESERVATION ADVISORS, LLC

WEALTH PRESERVATION ADVISORS, LLC of CHATTANOOGA, TN is an SEC-registered investment adviser.

## Registration

- CRD: 167518
- Type: SEC-registered investment adviser
- SEC file number: 801-77997
- Location: 715 MARKET STREET, SUITE 307, CHATTANOOGA, TN, 37402
- Phone: 423-486-9400
- Latest filing: 2026-03-10
- Regulatory AUM: $591.6M
- Discretionary AUM: $575.0M
- Non-discretionary AUM: $16.7M
- Clients: 3
- Accounts: 988

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Nina Kristin Strozak | CHIEF COMPLIANCE OFFICER | — |
| Gene Ray Rice | MANAGING MEMBER | — |
| PHILLIPS DUANE E | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| RICE DONALD RAY | MANAGING MEMBER; MANAGING MEMBER AND FINANCIAL ADVISOR | — |
| PHILLIPS ERNEST EDWARD | MANAGING MEMBER; MANAGING MEMBER AND FINANCIAL ADVISOR | — |
| FOY JOHN NOON | MANAGING MEMBER | — |
| STROZAK NINA KRISTIN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167518/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167518/similar
- Related entities: https://search.stillhousedata.com/firm/167518/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167518

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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.