RIA Intel›Advisers›Georgia›ASSET ACCUMULATION,PROTECTION,PRESERVATION AND TRANSFER, LLC

ASSET ACCUMULATION,PROTECTION,PRESERVATION AND TRANSFER, LLC

Advisory

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$295K

across 46 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

DENTAL RETIREMENT STRATEGIES, INC.

$14M

AF CAPITAL MANAGEMENT, LLC

$14M

BROOKWOOD WEALTH ADVISORS, LLC

$14M

GAMSG FINANCIAL ADVISORS LLC

MCDONOUGH, GA

$13M

CRESFUND ADVISORS, LLC

DUNWOODY, GA

$14M

CMA FINANCIAL SERVICES, LLC

$13M

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