WEALTH PRESERVATION ADVISORS, LLC

CHATTANOOGA, Tennessee·4 registered advisors·CRD# 167518
SEC# 801-779970423-486-9400
01

Firm Overview

AUM
$480M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at WEALTH PRESERVATION ADVISORS, LLC

4 registered advisors
Gene Ray Rice
CHATTANOOGA, Tennessee
John Noon Foy
CHATTANOOGA, Tennessee
Nina Kristin Strozak
CHATTANOOGA, Tennessee
Todd Edward Phillips
CHATTANOOGA, Tennessee
05

Office Locations

CHATTANOOGA, Tennessee
4 advisors

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Data sourced from SEC Form ADV filings. WEALTH PRESERVATION ADVISORS, LLC (CRD# 167518) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.