Wealth Enhancement & Preservation, Inc.

Overview

Wealth Enhancement & Preservation, Inc. is a state registered investment adviser based in Westlake Village, CA, registered since 2003. It reports $33.7M in assets under management across 50 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$33.7M

Discretionary

52%

Accounts

50

Average account

$674K

Employees

2

Advisory reps

1

Registered since

2003

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Benjamin Jeffrey Hill President CRD 2983275

Advisory reps 1 of 1

• Benjamin Jeffrey Hill Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2983275

Location

Headquarters

2629 Townsgate Rd Ste 215
Westlake Village, CA 91361

County

Ventura

Metro area

Oxnard-Thousand Oaks-Ventura, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: wealth-inc.com

Every state, with registration dates

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