# WEALTH PRESERVATION ADVISORS, LLC

WEALTH PRESERVATION ADVISORS, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://wealthpreservation.com
- **LinkedIn:** https://www.linkedin.com/company/nina-strozak-976a1235

## Regulatory record

- **CRD number:** 167518
- **SEC file number:** 801-77997
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167518

## About

Wealth Preservation Advisors, LLC is an SEC-registered investment adviser in Chattanooga, TN, registered since 2013. The firm manages $592 million in assets, with $575 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## Questions

### Who runs investment decisions at Wealth Preservation Advisors, LLC?

The firm does not publicly disclose its investment team or decision-making structure. Public records do not name a CEO, CIO, or managing principal. Outsiders infer a lean executive team or family member leading allocations.

### Does Wealth Preservation Advisors, LLC participate in fund commitments or only direct deals?

Public information does not specify. Family offices with a preservation posture often use a mix of direct positions and fund commitments in private credit and infrastructure strategies.

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Last updated: 2026-07-06T01:24:28.681Z

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