Wealth Preservation Advisors, LLC

Wealth Preservation Advisors provides comprehensive portfolio management, retirement plan consulting, and sub-adviser selection to individuals (including high net worth clients), businesses, trusts, estates and employer retirement plans. The firm manages roughly $591.6 million across about 330 client relationships (approximately $575.0M discretionary and $16.7M non‑discretionary as of year‑end 2025) and generally bills on a percentage‑of‑AUM basis while recommending custodians such as Charles Schwab and Raymond James.

The firm’s investment process blends fundamental and technical methods (including charting and cyclical analysis) and employs a range of strategies from long‑ and short‑term equity positions to allocations in alternative investments and variable annuities. Portfolios are actively monitored and rebalanced, clients can impose reasonable investment restrictions, and the firm may utilize sub‑advisers for specialized management of certain accounts.

What distinguishes the firm from many peers is its asset scale relative to team size—managing roughly $590 million with a small advisory team, resulting in high AUM per advisor—while also explicitly using derivatives and borrowing features in managed accounts. The brochure describes use of options strategies, margin transactions, and allocations to hedge funds, private equity and other alternative vehicles, practices that are less common among comparable team firms.