CRD: 124368
Wealth Enhancement & Preservation, Inc.
$33.7M Total AUM
$17.5M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
23 yrs Firm Age
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- Custodian
- Assetmark · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2003
- Office Locations
- 1
Office Locations
2629 Townsgate Road Suite 215 Westlake Village CA
About Wealth Enhancement & Preservation, Inc.
Hill Financial Advisors (Westlake Village, CA) provides customized financial and wealth planning with long-term guidance for business owners, entrepreneurs, and retirees. Portfolios commonly use ETFs alongside mutual funds and bonds. Advisory services are delivered through Wealth Enhancement & Preservation, Inc. (RIA), with brokerage via Galt Financial Group (FINRA/SIPC).
Team overview
47 AVG AGE
$33.7M AVG AUM / ADVISOR
$674.0K AVG AUM / CLIENT
23.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BENJAMIN JEFFREY HILL
Investment Advisor, President
- CRD
- #2983275
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,500,000 | -- |
| Non-Discretionary | $16,200,000 | -- |
| Total | $33,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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