1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTH PRESERVATION ADVISORS, LLC

Map pinCHATTANOOGA, TN
Phone423-486-9400
NotebookSEC #801-77997
Total AUM
$591.6M
Employees
3
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
715 MARKET STREET
SUITE 307
CHATTANOOGA
TN 37402
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
423-486-9400

ReceiptFinancials

Total AUM
$591.6M
Accounts
988
Discretionary
$575M
Accounts
896
Non-Discretionary
$16.7M
Accounts
92

ContactClients

View more in analytics →

Individual Clients
222
AUM
$119.3M
HNW Individual Clients
108
AUM
$472.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACTFLGAKYLANYOHTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account