Investment adviser · CRD 172788
WEALTH ENHANCEMENT & PRESERVATION
Investment adviser filing (IA)
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC
ALPHARETTA, GA, United States · Form ADV filed May 30, 2023
- Regulatory AUM
- $185M Form ADV · Item 5.F
- Client accounts
- 1,368 Accounts, not individual clients
- Employees
- 15 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 300 | $140,000,000 | 75.7% |
| Individuals | 262 | $45,000,000 | 24.3% |
Filing source
Form ADV 1760692 · May 30, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: May 30, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5755 NORTH POINT PKWY, SUITE 232ALPHARETTA, GA, 30022, United States
CRD 172788
Filing source
Form ADV 1760692 · May 30, 2023 · 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.