# Preserve Private Wealth

Preserve Private Wealth is a Bank / Wealth / Trust based in Bethesda, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** 4500 East West Hwy, Suite 150, Bethesda, MD 20814, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** preserveprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/preserve-private-wealth-llc

## Regulatory record

- **CRD number:** 324362
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324362

## About

Preserve Private Wealth was founded by Mario A. Zumbo in 2023 after more than a decade at Charles Schwab, Fidelity Investments, and Goldman Sachs. The firm targets high-net-worth individuals and families, specifically real estate entrepreneurs, business owners, and high-income professionals whose wealth is tied up in operating companies or property. Zumbo, a CFP and Certified Exit Planning Advisor, built the practice on the premise that the discipline required to build concentrated wealth differs from the discipline needed to steward it. The firm's investment approach blends traditional portfolio management with private-market access. Berend van Roijen, a CFA and CAIA charterholder who held roles at Credit Suisse and Goldman Sachs, leads investment research, strategy, and alternative due diligence. The firm structures portfolios that address concentration risk by diversifying outside of a client's core real estate or business holdings. Advisory work spans public equities, fixed income, and private credit, with a focus on tax-coordinated strategy alongside a client's CPA and estate attorney. The firm serves clients across the United States from its single office in Bethesda, Maryland. Preserve Private Wealth operates with a three-person professional team. Zumbo leads client relationships and planning. Van Roijen directs asset allocation, manager selection, and alternative investment due diligence. Lauren Desmarteaux, with over 15 years in financial services, runs client service and operations. The firm uses third-party custodians and technology platforms to deliver institutional execution. It is a fee-only RIA, meaning it earns no commissions or product-sale revenue, and it has no external shareholders. Structurally, the firm is independent and founder-owned, answering only to its advisory clients. That independence allows it to combine the bespoke, multi-generational planning typical of a family office with the regulatory framework of a state-registered investment adviser. The partnership model with a client's existing tax and legal advisors, rather than an all-in-one captive service, separates it from both wirehouse wealth management and full-service multi-family offices.

## Sectors

- Real Estate
- Private Credit

## People

- Mario A. Zumbo — Founder & Wealth Advisor
- Berend van Roijen — Head of Investment Research & Strategy
- Lauren Desmarteaux — Client Service & Operations

## Questions

### Who runs investment decisions at Preserve Private Wealth?

Berend van Roijen, CFA, CAIA, serves as Head of Investment Research & Strategy and leads manager selection, asset allocation, and alternative due diligence. He has over 15 years of experience, including roles at Bloomberg, Credit Suisse, and Goldman Sachs. Founder Mario Zumbo shapes the overall client strategy and planning framework.

### How is Preserve Private Wealth compensated?

The firm is a fee-only registered investment adviser. It receives no commissions or third-party payments for recommending products. Its revenue comes directly from advisory fees paid by its clients.

### Does Preserve Private Wealth serve clients outside the Washington, DC area?

Yes. The firm is physically located in Bethesda, Maryland, but advises high-net-worth individuals and families nationwide. It works with real estate entrepreneurs, business owners, and high-income professionals across the United States.

### Who owns Preserve Private Wealth?

Founder Mario A. Zumbo owns the firm. There is no outside ownership, private equity backing, or parent company. That structure is designed to prevent conflicts of interest and align the firm's incentives exclusively with its advisory clients.

## Related profiles

- [Presence Capital](https://altss.com/profile/presence-capital)
- [Presidio Capital Management](https://altss.com/profile/presidio-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/preserve-private-wealth

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