Wealth Manager
    SEC Registered

    Asset Preservation Advisors, LLC

    Registered investment advisor · Atlanta, Georgia · CRD #106741

    Assets Under Management
    $11.1B
    Client Accounts
    3,029
    Employees
    28
    CRD Number
    106741
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Ubs Financial Services Inc., National Financial Services Llc, Pershing Advisor Solutions Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Asset Preservation Advisors, LLC

    Asset Preservation Advisors (APA) is a registered investment advisor established in 1989, specializing in the management of municipal bond portfolios. The firm is dedicated to creating personalized investment strategies that align with the unique financial objectives of its clients, which include both institutional and individual investors. APA focuses on high-quality tax-exempt and taxable municipal bonds, offering services that encompass the construction, implementation, and monitoring of cli

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Asset Preservation Advisors, LLC

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    Frequently Asked Questions

    What is Asset Preservation Advisors, LLC's AUM?

    Asset Preservation Advisors, LLC reports approximately $11.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Asset Preservation Advisors, LLC headquartered?

    Asset Preservation Advisors, LLC is headquartered in Atlanta, Georgia.

    What is Asset Preservation Advisors, LLC's CRD number?

    Asset Preservation Advisors, LLC's CRD number is 106741. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Asset Preservation Advisors, LLC manage?

    Asset Preservation Advisors, LLC manages approximately 3,029 client accounts according to its latest SEC filing.

    Is Asset Preservation Advisors, LLC SEC registered?

    Yes, Asset Preservation Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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