# ASSET PRESERVATION TAX & RETIREMENT, L.L.C.

ASSET PRESERVATION TAX & RETIREMENT, L.L.C. of SURPRISE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 322078
- Type: SEC-registered investment adviser
- SEC file number: 801-126294
- Location: 11323 W. BELL RD, SUITE 301, SURPRISE, AZ, 85378
- Phone: (602) 449-0146
- Latest filing: 2022-06-30
- Clients: 13

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| RICE CONDOLEEZZA NMN | MANAGING MEMBER | — |
| Willis Stewart A | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322078/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322078/similar
- Related entities: https://search.stillhousedata.com/firm/322078/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322078

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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.