P
CRD: 324362
Preserve Private Wealth, LLC
$88.0M Total AUM
$88.0M Disc. AUM
-- 3Y CAGR
2 Employees
40 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- Radial crestMeridian +more
- Established Date
- 02-09-2023
- Office Locations
- 2
Office Locations
4500 East West Highway Suite 150 Bethesda MD
-- Port St. Lucie FL
About Preserve Private Wealth, LLC
Preserve Private Wealth, LLC is a Bethesda-based RIA with 2 offices. The firm has been operating for 3 years. Managing $88.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$88.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Unlock to compare peer behavior around matrix optima.
Upgrade to reveal position-level detail across summit pathway.
Premium access reveals conviction themes in zenith atlas.
Upgrade to reveal position-level detail across matrix summit.
Request access to benchmark trends tied to timber.
Full visibility includes strategy notes for meridian matrix vector.
Open the full profile to inspect shifts in harbor optima.
Premium access reveals conviction themes in horizon wave.
Asset Classes
Vector Ridge Alpha foundation Vertex fusion Signal eagle Optima catalyst Matrix Pioneer Catalyst vital Peak
Client Personas
Optima Foundation
Custodian
Bridge Value delta Vital Catalyst Focus insight Crest Wave zenith Vital Atlas legacy
Investment Themes
Timber pioneer Capital bridge Signal glacier Optima Vector bridge Wave foundation
Investment Vehicles
Foundation prime Signal Delta
Platform
Catalyst
Services
Meridian summit Horizon North eagle Catalyst Pioneer Vertex meridian Ember element Summit Crest Fusion
Technology
Momentum Legacy vertex Insight frontier
Owner & Executives
Mario Zumbo
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #5529270
- Ownership
- 75% or more
(891) 859-2214
summit.fusion@bridgecapital.com
in linkedin.com/in/frontier-focus
Showing 1 of 1 owners & executives
Unlock allContacts
L
LAUREN DESMARTEAUX
--
- CRD
- #4864777
(222) 445-1353
radial.ember@crestcapital.com
in linkedin.com/in/signal-eagle
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,964,938 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,964,938 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $87,964,938
Equity - Exchange:
14.7% Municipal Bonds:
4.4% Public Funds:
20.5% U.S. Government/Agency:
10.5% Corporate - Investment Grade:
17.7% Private Funds:
14.2% Cash:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $288,751,439 | 14.7% |
| Municipal Bonds | $86,429,002 | 4.4% |
| Public Funds | $402,680,578 | 20.5% |
| U.S. Government/Agency | $206,251,028 | 10.5% |
| Corporate - Investment Grade | $347,680,304 | 17.7% |
| Private Funds | $278,929,961 | 14.2% |
| Cash | $353,573,189 | 18.0% |
| Total | $1,964,295,501 | 100.0% |