The WEALTH PRESERVATION GROUP is a privately held investment adviser that advises $180.47mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WEALTH PRESERVATION GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 356.87% over the last 5-years.
The Group has been registered with the SEC for 1.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1101 HAYNES ST SUITE 213, RALEIGH, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $180.47mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 13 other accounts. Assets of Insurance Companies clients own $172.1mn or 95.36% of Total Assets and Corporations or Other Businesses own $5.56mn or 3.08% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Insurance Companies and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
WEALTH PRESERVATION GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.