Investment adviser · CRD 322078

ASSET PRESERVATION WEALTH & TAX

Investment adviser filing (IA)

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

SURPRISE, AZ, United States · Form ADV filed Jun 30, 2022

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

11323 W. BELL RD, SUITE 301
SURPRISE, AZ, 85378, United States

CRD 322078

Filing source

Form ADV 1655897 · Jun 30, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.