ASSET PRESERVATION TAX & RETIREMENT, L.L.C.
Legal name: ASSET PRESERVATION WEALTH & TAX
CRD #322078 SEC #801-126294 SURPRISE, AZ (602) 449-0146
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
13
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 30, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICE, BRYON, NMN | I | MANAGING MEMBER | D | Control |
| Willis, Stewart, A | I | MANAGING MEMBER/CCO | D | Control |
Registrations
Federal
IA
Jun 30, 2022 REGISTERED
Notice Filings (7)
AZ CA CO MI NH NV TX
Address
11323 W. BELL RDSUITE 301
SURPRISE, AZ 85378
United States
Phone: (602) 449-0146