CRD: 170636
Preservation Wealth Management
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-14-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $148.2K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
STEVEN ALAN SUIB
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #3052895
- Ownership
- 75% or more
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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
SMA allocation detail is available
Preservation Wealth Management has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.