WEALTH PRESERVATION ADVISORS, LLC
CRD #167518 SEC #801-77997 CHATTANOOGA, TN 423-486-9400
SEC Registered
Total AUM
$536.1M
Discretionary
$513.1M
Employees
3
Clients
0
Accounts
1,024
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $536.1M | $513.1M | $23M | 3 | 0 |
| Mar 2024 | $479.7M | $439.4M | $40.3M | 3 | 0 |
| May 2023 | $388.4M | $367.6M | $20.9M | 5 | 0 |
| Mar 2023 | $388.4M | $367.6M | $20.9M | 5 | 0 |
| Jun 2022 | $399.4M | $373.1M | $26.3M | 5 | 0 |
| May 2022 | $399.4M | $373.1M | $26.3M | 5 | 0 |
| Mar 2022 | $399.4M | $373.1M | $26.3M | 5 | 0 |
| May 2021 | $339.3M | $323.7M | $15.6M | 6 | 0 |
| Mar 2021 | $339.3M | $323.7M | $15.6M | 6 | 0 |
| Jun 2020 | $291.1M | $278.8M | $12.3M | 6 | 0 |
| Jun 2020 | $291.1M | $278.8M | $12.3M | 6 | 0 |
| Mar 2020 | $291.1M | $278.8M | $12.3M | 6 | 0 |
| May 2019 | $239.2M | $239.2M | $0 | 6 | 0 |
| Mar 2019 | $239.2M | $239.2M | $0 | 6 | 0 |
| Jan 2018 | $247.6M | $247.6M | $0 | 5 | 0 |
| Nov 2017 | $243.5M | $243.5M | $0 | 4 | 0 |
| Sep 2017 | $201.1M | $201.1M | $0 | 4 | 158 |
| Sep 2017 | $201.1M | $201.1M | $0 | 4 | 158 |
| Jan 2017 | $201.1M | $201.1M | $0 | 4 | 158 |
| Mar 2016 | $159.9M | $159.9M | $0 | 4 | 158 |
| Mar 2016 | $159.9M | $159.9M | $0 | 4 | 124 |
| Jan 2016 | $167.3M | $167.3M | $0 | 4 | 124 |
| Mar 2015 | $167.3M | $167.3M | $0 | 4 | 124 |
| Mar 2015 | $167.3M | $167.3M | $0 | 4 | 124 |
| Jun 2014 | $125M | $125M | $0 | 3 | 26 |
| Jun 2014 | $125M | $125M | $0 | 3 | 26 |
| Mar 2014 | $125M | $125M | $0 | 3 | 26 |
| Mar 2014 | $125M | $125M | $0 | 3 | 26 |
| Sep 2013 | $102.1M | $92.4M | $9.7M | 1 | 0 |
| May 2013 | $0 | $0 | $0 | 1 | 0 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$536.1M
Discretionary$513.1M
Non-Disc.$23M
Employees3
Clients0
DateMar 2024
Total AUM$479.7M
Discretionary$439.4M
Non-Disc.$40.3M
Employees3
Clients0
DateMay 2023
Total AUM$388.4M
Discretionary$367.6M
Non-Disc.$20.9M
Employees5
Clients0
DateMar 2023
Total AUM$388.4M
Discretionary$367.6M
Non-Disc.$20.9M
Employees5
Clients0
DateJun 2022
Total AUM$399.4M
Discretionary$373.1M
Non-Disc.$26.3M
Employees5
Clients0
DateMay 2022
Total AUM$399.4M
Discretionary$373.1M
Non-Disc.$26.3M
Employees5
Clients0
DateMar 2022
Total AUM$399.4M
Discretionary$373.1M
Non-Disc.$26.3M
Employees5
Clients0
DateMay 2021
Total AUM$339.3M
Discretionary$323.7M
Non-Disc.$15.6M
Employees6
Clients0
DateMar 2021
Total AUM$339.3M
Discretionary$323.7M
Non-Disc.$15.6M
Employees6
Clients0
DateJun 2020
Total AUM$291.1M
Discretionary$278.8M
Non-Disc.$12.3M
Employees6
Clients0
DateJun 2020
Total AUM$291.1M
Discretionary$278.8M
Non-Disc.$12.3M
Employees6
Clients0
DateMar 2020
Total AUM$291.1M
Discretionary$278.8M
Non-Disc.$12.3M
Employees6
Clients0
DateMay 2019
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$247.6M
Discretionary$247.6M
Non-Disc.$0
Employees5
Clients0
DateNov 2017
Total AUM$243.5M
Discretionary$243.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees4
Clients158
DateSep 2017
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees4
Clients158
DateJan 2017
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees4
Clients158
DateMar 2016
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees4
Clients158
DateMar 2016
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees4
Clients124
DateJan 2016
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees4
Clients124
DateMar 2015
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees4
Clients124
DateMar 2015
Total AUM$167.3M
Discretionary$167.3M
Non-Disc.$0
Employees4
Clients124
DateJun 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients26
DateJun 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees3
Clients26
DateSep 2013
Total AUM$102.1M
Discretionary$92.4M
Non-Disc.$9.7M
Employees1
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0