Wesley Samuel Williams
Investment adviser representative at Asset Preservation Advisors, LLC
13 yearsExperience
1 stateRegistered in
$11.1BFirm assets
34 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Asset Preservation Advisors, LLCMar 2025 to now
- Asset Prevention AdvisorsJan 2023 to now
- Asset Prevention AdvisorsJan 2017 to Dec 2022
- Asset Prevention AdvisorsOct 2013 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
Asset Preservation Advisors, LLC
$11.1BAssets managed
3,029Clients
13Advisers
34 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
- 5880943
- Firm CRD
- 106741