CRD: 126072
Wealth Protection Management
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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-10-1997
- Office Locations
- 1
Office Locations
About Wealth Protection Management
Wealth Protection Management is a Connecticut-based advisory led by CFP and Certified Divorce Financial Specialist Lili Vasileff, an author and speaker in divorce finance. The practice helps individuals navigate divorce and marital transitions with financial conflict resolution, mediation and agreement support, forensic/litigation analysis, and investment/asset-protection planning. Also consults with attorneys and other professionals nationwide.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LILI ALEXANDRA VASILEFF
Certified Financial Planner, Owner, President
- CRD
- #4655110
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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