Asset Protection Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
138
0% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
138
Very HighAverage account size
$0
About
The firm provides personalized financial planning and consulting to individuals, pension and profit‑sharing plans, trusts, estates, and charitable organizations, serving a modest client base through a single‑advisor practice. Services include determination of financial objectives, cash flow and tax planning, insurance review, retirement and estate planning, and referrals to third‑party money managers rather than direct in‑house portfolio management.
The firm charges fixed fees or hourly rates for planning and acts as a liaison to third‑party money managers (including a formal referral arrangement with Gradient Investments) for portfolio implementation, receiving referral and shared advisory fees. It does not exercise trading discretion over client accounts, documents client objectives and risk tolerances in investment policy statements, and performs quarterly reviews and ongoing monitoring of third‑party statements.
Notable distinctions relative to peers include a clear insurance affiliation: the managing member’s principal business is as a licensed insurance agent who spends a majority of his time in that practice and may receive insurance commissions, a disclosed conflict of interest. The firm also relies on referral fee and fixed/hourly planning arrangements rather than charging percentage‑of‑AUM planning fees itself, and participates in a fee‑sharing/incentive program with its third‑party manager tied to production thresholds.
Client services
Selection of other advisers
Third party money management
Expertise
General estate planning guidance
Cash flow / budgeting
General tax planning
Fee options
Fixed fees between $200 and $2,500 based on complexity
$0+: 2.00% (Strategic Portfolios total annual fee) $0+: 1.80% (Tactical Portfolios total annual fee) $0+: 1.70% (Allocation & Defined Outcome Portfolios total annual fee) $0+: 1.00% (Preservation Portfolios total annual fee) $0+: 1.50% (Private Wealth Portfolios total annual fee) $0+: $300 flat annual fee (Client Directed Accounts)
$200 per hour
Fee-only: Fixed fees between $200 and $2,500 based on complexity; $200 per hour hourly fees
Main office location
Asset Protection Wealth Management LLC
11300 N. Rodney Parham Road, Suite 320
Little Rock AR 72212, United States
Number of offices
1
Most active in
Asset Protection Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Georgia · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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