# Preservation Wealth Management

Preservation Wealth Management is a Multi Family Office based in King Of Prussia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** King Of Prussia, United States
- **Region:** North America
- **Address:** Seattle, Washington, United States
- **Assets under management:** Undisclosed
- **Website:** preservationwealthmanagement.com

## Regulatory record

- **CRD number:** 170636
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170636

## About

PRESERVATION WEALTH MANAGEMENT is a state-registered investment adviser in KING OF PRUSSIA, PA. It manages approximately $2 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management
- Estate Planning
- Tax Strategy

## People

- Austin Graff — President

## Questions

### Does Preservation Wealth Management participate in direct deals or only fund commitments?

The firm has authority to invest in both pooled vehicles and direct private placements, per its regulatory filings. The extent of direct deal activity relative to fund commitments is not publicly specified.

### What sectors does Preservation Wealth Management explicitly avoid?

The firm does not publicly disclose negative screens or exclusion lists. Sector preferences are implied by its typical allocation to broad public markets and generalist private placements.

## Related profiles

- [Design Asset Management](https://altss.com/profile/design-asset-management-llc)
- [Olesen Capital Management LLC](https://altss.com/profile/olesen-capital-management-llc)

---

Last updated: 2026-07-06T01:24:23.596Z

Canonical page: https://altss.com/profile/preservation-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology