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Preservation Wealth Management

Preservation Wealth Management. CRD 170636

Preservation Wealth Management logo

CRD: 170636

Preservation Wealth Management

King OF Prussia, PA, 19406
6107687789
www.retirementsafety.net
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท Charles Schwab & Company
Clients
Retail
Platforms
Radial
Established Date
07-14-2014
Office Locations
1

Office Locations

630 Freedom Business Center Drive Third Floor King OF Prussia PA

About Preservation Wealth Management

Preservation Wealth Management is a King of Prussia, PA registered investment adviser led by Steven Alan Suib. The firm delivers financial planning and portfolio management, including retirement, tax, estate/legacy and charitable planning, plus insurance/annuity guidance. Portfolios are implemented primarily with ETFs in a separate account program, with access via platforms such as Charles Schwab and AssetMark.

Team overview

-- AVG AGE
$2.4M AVG AUM / ADVISOR
$148.2K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Meridian glacier Ridge pioneer

Custodian

Foundation radial Horizon Vital matrix Timber crest

Investment Themes

Bridge focus Peak Ember vector Signal

Investment Vehicles

Optima ember Bridge

Platform

Fusion

Services

Element Pioneer peak Catalyst Element signal Frontier vector Atlas Capital Zenith bridge Pathway catalyst Zenith

Technology

Frontier

Owner & Executives

S

STEVEN ALAN SUIB

Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, President

CRD
#3052895
Ownership
75% or more
(564) 643-5259
delta.summit@deltacapital.com
in linkedin.com/in/legacy-pathway

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,371,000 --
Non-Discretionary $0 --
Total $2,371,000 --

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Separately Managed Accounts

Total SMA Asset: $2,371,000

$2.4M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $1,895,954,311 100.0%
Total $1,895,954,311 100.0%

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