ASSET PRESERVATION ADVISORS, LLC
SEC RegisteredCARING FOR CLIENT PORTFOLIOS, BOND BY BOND
About the firm
Asset Preservation Advisors is a Registered Investment Advisor founded in 1989, specialized in managing high-quality tax-exempt and taxable municipal bond portfolios. The firm serves other registered investment advisors, family wealth offices, and institutional clients, with $11.4 billion in AUM as of 03/31/2026.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managing high-quality tax-exempt and taxable municipal bond portfolios for wealth preservation
Who they serve
Other registered investment advisors, family wealth offices, and institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,033 | $583M |
| High Net Worth Individuals | 1,714 | $8.6B |
| State/Municipal Entities | 9 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
13 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASSET PRESERVATION ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.