# PRESERVATION WEALTH MANAGEMENT

PRESERVATION WEALTH MANAGEMENT of KING OF PRUSSIA, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 170636
- Type: SEC-registered investment adviser
- Location: 630 FREEDOM BUSINESS CENTER DRIVE, KING OF PRUSSIA, PA, 19406
- Phone: 610-768-7789
- Latest filing: 2026-02-02
- Regulatory AUM: $2.4M
- Discretionary AUM: $2.4M
- Clients: 1
- Accounts: 16

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170636/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170636/similar
- Related entities: https://search.stillhousedata.com/firm/170636/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170636

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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.