A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Wealth Preservation Advisors, LLC.

Business address: 832 Georgia Ave, Suite 350, Chattanooga, TN, 37402
Top securities (13F): GOOG, AMZN, NVDA, MSFT, UBER, AAPL, PEBO, VTV, NFLX, VUG, OBDC, VOE, GOOGL, SPY, HEFA, SPG, DFSV, META, FHN, and FBK
State of incorporation: TN
Fiscal year end: 31 December

Wealth Preservation Advisors, LLC has filed 4 SEC EDGAR filings since 14 May 2025

Recent SEC filings for Wealth Preservation Advisors, LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Nov 2025	30 Sep 2025	028-25588
N-PX	Open N-PX document	View SEC filing for N-PX	27 Aug 2025	30 Jun 2025	028-25588
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Aug 2025	30 Jun 2025	028-25588
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 May 2025	31 Mar 2025	028-25588

Wealth Preservation Advisors, LLC files with the SEC under CIK 0001968434. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.