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WEALTH ACCUMULATION & PRESERVATION, INC.

Advisory

STREATOR, IL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in IL
#1,259
of 1,719 advisers by AUM
Average account
$91K
across 449 accounts
AUM per adviser
$20M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
290
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients290
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

SUCCESSFUL FINANCIAL SOLUTIONS INC
BUFFALO GROVE, IL
$41M
+34.5% 1Y
STRATEGIC EDGE WEALTH MANAGEMENT, LLC
NORTHBROOK, IL
$41M
+55.1% 1Y
TWO TRAILS FINANCIAL PLANNING LLC
$41M
OCEAN TOMO ASSET MANAGEMENT, LLC
CHICAGO, IL
$41M
RAIL-SPLITTER CAPITAL MANAGEMENT LLC
CHICAGO, IL
$41M
-56.8% 1Y
OWL FINANCE, INC.
CHICAGO, IL
$40M
+101.5% 1Y

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