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WEALTH MANAGEMENT AND PRESERVATION, INC.

Advisory

TX

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

Rank in TX

#1,927

of 2,813 advisers by AUM

AUM change, 1 year

-5.7%

33rd percentile in TX

AUM CAGR, 3 year

+13.8%

compound annual growth

Average account

$402K

across 83 accounts

AUM per adviser

$17M

2 advisers

Filing history

17

filings since 2003

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

Total AUM

$33M

1-Year AUM Growth

-5.7%

3-Year CAGR

+13.8%

Employees

2

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients38

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record17

First FilingJan 24, 2003

Latest FilingMar 27, 2026

Full AUM trend chart and 17 historical filings spanning 23+ years

Included with Pro →

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

Elevated risk

Composite band across five pillars

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

70th percentile

Composite rank among TX advisers

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

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Client Demographics

38 clients

12 high-net-worth

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

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

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HELFRICH, MARC CHRISTOPHER

VAN ALSTYNE, TX

$34M

LOWELL AND COMPANY INC

$33M

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