Wealth Preservation Consultants, LLC

Overview

Wealth Preservation Consultants, LLC is a small, individually owned advisory firm that focuses on portfolio management for individuals and small businesses and on selecting third‑party advisers when appropriate. The firm operates as a capital allocator, directing client assets across liquid public markets and selected external managers rather than running a large in‑house alternatives platform. Its fee model includes a percentage‑of‑AUM component and other fee arrangements. The firm does not position itself as an ESG investor and maintains a concentrated, single‑state operating footprint. Investment activity is tilted toward liquid equity exposures delivered through exchange‑traded instruments, with a material allocation to manager‑run real estate strategies and REITs for diversification and income. The firm’s advisory approach blends direct equity and ETF holdings with mutual funds and selected third‑party alternative managers, suggesting a pragmatic mix of passive and active building blocks tailored to individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices