Wealth Enhancement & Preservation of GA is an investment advisor in Alpharetta with $185.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
731693575
SEC advisor number
801-115264
FINRA CRD number
172788
AUM ?
$185.00 mm
(as of 30 May 23)
Accounts
1,368
(as of 30 May 23)
Employees
15
(6 investment advisory or research)
Address
Wealth Enhancement & Preservation of GA
5755 NORTH POINT PARKWAY
SUITE 232
ALPHARETTA
GA 30022
5755 NORTH POINT PARKWAY
SUITE 232
ALPHARETTA
GA 30022
Office hours
Monday - Friday, 8-5
Phone
678-739-0175
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cohen, Darrin, Stuart | CEO, Chief Compliance Officer | 09/2014 | < 5% |
Darco Financial Services, Inc. | Member | 12/2016 | 50-75% |
Red Triangle, LLC | Member | 12/2016 | 10-25% |
Cohen, Darrin, Stuart | Stockholder of Darco Financial Services, Inc. | 12/2016 | > 75% |
Berenyi, Helen, Coker | Member/manager of Red Triangle, LLC | 06/2008 | > 75% |
Sanders, Jacob, Kelly | Member | 01/2019 | 10-25% |
BCM Capital LLC | Member | 03/2023 | 5-10% |
Thompson, Joseph, Wayne | Member | 03/2023 | 5-10% |
Moore, Cody, Brannon | Managing Member | 03/2013 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Sep 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
21 Apr 21