# PRESERVE WEALTH MANAGEMENT

PRESERVE WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 304125
- Type: SEC-registered investment adviser
- Phone: 828-352-8300
- Latest filing: 2026-04-21
- Regulatory AUM: $78.2M
- Discretionary AUM: $78.2M
- Clients: 2
- Accounts: 116

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304125/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304125/similar
- Related entities: https://search.stillhousedata.com/firm/304125/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304125

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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.