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WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC
WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC
WEALTH ENHANCEMENT & PRESERVATION
ALPHARETTA, Georgia
·
9 registered advisors
·
CRD# 172788
SEC# 801-115264
2
678-739-0175
01
Firm Overview
AUM
$185M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC
9 registered advisors
Armand Patrick Glassman
ALPHARETTA, Georgia
CRD# 5746414
Cindy Langford Glassman
ALPHARETTA, Georgia
CRD# 6745577
Cody Brannon Moore
ALPHARETTA, Georgia
CRD# 7308538
Darrin Stuart Cohen
ALPHARETTA, Georgia
CRD# 2488435
Helen Coker Berenyi
ALPHARETTA, Georgia
CRD# 2747518
Jacob Kelly Sanders
ALPHARETTA, Georgia
CRD# 5643304
Joseph Wayne Thompson
ALPHARETTA, Georgia
CRD# 7326875
Laura Gredys Martin
ALPHARETTA, Georgia
CRD# 6745579
Thomas Stanley Martin
ALPHARETTA, Georgia
CRD# 1669878
05
Office Locations
ALPHARETTA, Georgia
9 advisors
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Data sourced from SEC Form ADV filings. WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC (CRD# 172788) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.