$7.7M Total AUM
$7.7M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Etrade ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-12-2011
- Office Locations
- 1
Office Locations
-- Penn Valley PA
About Wealth Preservation Consultants, Llc.
Wealth Preservation Consultants is a Penn Valley, PA registered investment advisor focused on conservative, hedged portfolios designed to generate income while emphasizing downside protection, liquidity, and yield for individual investors. The firm commonly implements strategies using ETFs and derivatives and custodies with firms such as Interactive Brokers and E*TRADE.
Team overview
-- AVG AGE
$7.7M AVG AUM / ADVISOR
$163.8K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD KENT ARMON
Chief Compliance Officer, Consultant, MANAGING DIRECTOR
- CRD
- #5950136
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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