# Wealth Accumulation & Preservation, Inc.

> Wealth Accumulation & Preservation, Inc. is a state-registered investment advisory firm in Streator, IL, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 156408
- Filed as: WEALTH ACCUMULATION & PRESERVATION, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Streator, IL
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156408
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-accumulation-and-preservation-inc-streator-il-156408

## Quick answers

**How is Wealth Accumulation & Preservation, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Accumulation & Preservation, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Accumulation & Preservation, Inc. located?**
Wealth Accumulation & Preservation, Inc.'s principal office is in Streator, IL, according to its Form ADV.

**Is Wealth Accumulation & Preservation, Inc. registered with the SEC or a state?**
Wealth Accumulation & Preservation, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156408.

**How much does Wealth Accumulation & Preservation, Inc. manage?**
Wealth Accumulation & Preservation, Inc. reports $40,675,222 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Wealth Accumulation & Preservation, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (273); high net worth individuals (16); state or municipal government entities (including government pension plans) (1).

**Does Wealth Accumulation & Preservation, Inc. 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/156408

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $40,675,222
- Discretionary: $40,675,222
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 273 | $27,647,479 |
| High net worth individuals | 16 | $12,924,323 |
| State or municipal government entities (including government pension plans) | 1 | $103,420 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Accumulation & Preservation, Inc. (CRD 156408): Form ADV filing data as of October 2026.