WA
Wealth Accumulation & Preservation, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 156408
· Streator, IL
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ADV data as of Feb 16, 2026
- Regulatory AUM
- $40.7M
- Discretionary
- $40.7M
- Clients
- 290
- Avg AUM / client
- $140K
- Accounts
- 449
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 273 | $27.6M | 68.0% |
| High net worth individuals | 16 | $12.9M | 31.8% |
| State or municipal government entities | 1 | $103K | 0.25% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Ronald Armstrong | Registered representative | Chartered Financial Consultant | Mar 2011 (15y) | |
| Robert Mark Benning | Registered representative | Jan 2013 (14y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/16/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $40.7M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 16, 2026.
View current Form ADV (SEC/IAPD) ↗