CRD: 167518
Wealth Preservation Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-10-2013
- Office Locations
- 1
Office Locations
About Wealth Preservation Advisors, LLC
Wealth Preservation Advisors, LLC provides pragmatic wealth management and investment management for business owners, entrepreneurs, corporate executives, families, physicians, and retirees. The team emphasizes risk-managed portfolio construction and planning around succession, taxes, and estate/legacy needs, using vehicles such as ETFs, mutual funds, and select alternatives, and operates on Raymond James and Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NINA KRISTIN STROZAK
Chief Compliance Officer, Wealth Advisor
- CRD
- #3157452
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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GENE RAY RICE
Financial Advisor, General Partner
- CRD
- #2944080
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $574,980,205 | $641,719 |
| Non-Discretionary | $16,664,098 | $181,132 |
| Total | $591,644,303 | $598,830 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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