WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC
Legal name: WEALTH ENHANCEMENT & PRESERVATION
CRD #172788 SEC #801-115264 ALPHARETTA, GA 678-739-0175
SEC Registered
Total AUM
$185M
Discretionary
$185M
Employees
15
Clients
1
Accounts
1,368
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2023 | $185M | $185M | $0 | 15 | 0 |
| Mar 2023 | $185M | $185M | $0 | 15 | 0 |
| Jan 2023 | $206M | $206M | $0 | 15 | 0 |
| Mar 2022 | $206M | $206M | $0 | 15 | 0 |
| Dec 2021 | $160M | $160M | $0 | 13 | 0 |
| Nov 2021 | $160M | $160M | $0 | 13 | 0 |
| Jul 2021 | $160M | $160M | $0 | 13 | 0 |
| May 2021 | $160M | $160M | $0 | 13 | 0 |
| Feb 2021 | $160M | $160M | $0 | 13 | 0 |
| Oct 2020 | $132M | $132M | $0 | 13 | 0 |
| Oct 2020 | $132M | $132M | $0 | 13 | 0 |
| Jul 2020 | $132M | $132M | $0 | 13 | 0 |
| Jul 2020 | $132M | $132M | $0 | 13 | 0 |
| Jun 2020 | $132M | $132M | $0 | 13 | 0 |
| Jun 2020 | $132M | $132M | $0 | 13 | 0 |
| Apr 2020 | $132M | $132M | $0 | 13 | 0 |
| Apr 2020 | $132M | $132M | $0 | 13 | 0 |
| Dec 2019 | $107M | $107M | $0 | 13 | 0 |
| Jul 2019 | $107M | $107M | $0 | 13 | 0 |
| Apr 2019 | $107M | $107M | $0 | 13 | 0 |
DateMay 2023
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees15
Clients0
DateJan 2023
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$206M
Discretionary$206M
Non-Disc.$0
Employees15
Clients0
DateDec 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees13
Clients0
DateNov 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees13
Clients0
DateJul 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees13
Clients0
DateMay 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees13
Clients0
DateFeb 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateJul 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees13
Clients0
DateDec 2019
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees13
Clients0
DateJul 2019
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees13
Clients0