# Preserve Wealth Management

> Preserve Wealth Management is a state-registered investment advisory firm in Weaverville, NC, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 304125
- Filed as: PRESERVE WEALTH MANAGEMENT
- Legal name: Preserve Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Weaverville, NC
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304125
- AdvisorCensus page: https://advisorcensus.com/firm/preserve-wealth-management-weaverville-nc-304125

## Quick answers

**How is Preserve Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Preserve Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Preserve Wealth Management located?**
Preserve Wealth Management's principal office is in Weaverville, NC, according to its Form ADV.

**Is Preserve Wealth Management registered with the SEC or a state?**
Preserve Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304125.

**How much does Preserve Wealth Management manage?**
Preserve Wealth Management reports $78,184,348 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**What types of clients does Preserve Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17); individuals (other than high net worth individuals) (8); corporations or other businesses not listed above (1).

**Does Preserve Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/304125

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $78,184,348
- Discretionary: $78,184,348
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $3,297,600 |
| High net worth individuals | 17 | $74,863,046 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $23,702 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- preservewm.com
- Facebook @preservewm
- LinkedIn @preservewm
- X @preservewm
- X @preservewm

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Preserve Wealth Management (CRD 304125): Form ADV filing data as of October 2026.