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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 30, 2023
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| COHEN, DARRIN, STUART | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| FIFTH QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIFTH QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIFTH QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIFTH QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIFTH QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| MARTIN & GREDYS, INC. | DE | MEMBER | NA | |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | E | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | E | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| DARCO FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| RED TRIANGLE, LLC | DE | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| SANDERS, JACOB, KELLY | I | MEMBER | B | |
| BCM CAPITAL LLC | DE | MEMBER | A | |
| BCM CAPITAL LLC | DE | MEMBER | A | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | A | |
| FIRST QUARTER GROUP, LLC | DE | MEMBER | A | |
| MARTIN & GREDYS, INC. | DE | MEMBER | A | |
| MARTIN & GREDYS, INC. | DE | MEMBER | A | |
| Thompson, Joseph, Wayne | I | MEMBER | A | |
| Thompson, Joseph, Wayne | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| BERENYI, HELEN, COKER | I | RED TRIANGLE, LLC | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| COHEN, DARRIN, STUART | I | DARCO FINANCIAL SERVICES, INC. | E | Control |
| Moore, Cody, Brannon | I | BCM CAPITAL LLC | E | |
| Moore, Cody, Brannon | I | BCM CAPITAL LLC | E | |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIRST QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIFTH QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIFTH QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIFTH QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIFTH QUARTER GROUP, LLC | D | Control |
| GLASSMAN, ARMAND, PATRICK | I | FIFTH QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIRST QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIFTH QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIFTH QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIFTH QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIFTH QUARTER GROUP, LLC | D | Control |
| Glassman, Cindy, Langford | I | FIFTH QUARTER GROUP, LLC | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| MARTIN, THOMAS, STANLEY | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
| Martin, Laura, Gredys | I | MARTIN & GREDYS, INC. | D | Control |
Registrations
Federal
IA
May 30, 2023 REGISTERED
Notice Filings (14)
AL FL GA LA MS NC NE NH NJ PA SC TN TX WA
Address
5755 NORTH POINT PKWYSUITE 232
ALPHARETTA, GA 30022
United States
Phone: 678-739-0175