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WEALTH ENHANCEMENT & PRESERVATION, INC.

Advisory

WESTLAKE VILLAGE, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#3,847
of 5,480 advisers by AUM
Average account
$674K
across 50 accounts
AUM per adviser
$34M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$34M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$34M
Discretionary AUM$18M
Non-Discretionary AUM$16M
Discretionary %51.9%
Total Clients50
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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