Wesley Samuel Williams

Asset Preservation Advisors, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

Asset Preservation Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

2,954 clients

Average Client Portfolio

$3.6M average

Assets Under Management

$10.7B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.35%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA, 30326

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Asset Preservation Advisors, LLC

March 2025 - Present · 11 mos

Previous Registrations

Morgan Stanley Smith Barney LLC

February 2012 - May 2012 · 3 mos

Sterne Agee Investment Advisors, INC.

May 2011 - February 2012 · 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.