Preston A Lee
Investment adviser representative at Wealth Management Cpas, LLC
10 yearsExperience
2 statesRegistered in
$329.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Wealth Management Cpas, LLCFeb 2024 to now
- Morgan StanleyJan 2023 to Jan 2024
- E*trade Securities LLCMar 2016 to Sep 2023
- E*trade Capital Management LLCFeb 2016 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Wealth Management Cpas, LLC
$329.2MAssets managed
396Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5409842
- Firm CRD
- 310096