DFX Intelligence

A••••• W••••• A••••••• I••••••••• M••••••••• ••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

A••••• W••••• A••••••• I••••••••• M••••••••• ••••••

A••••• WEALTH PRESERVATION & INSURANCE SERVICES, LLC., CRD 321735

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c05c685-bd52-6315-7572-9a6e8e3b2a20

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: May 9, 2022 to Jul 23, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $224M••• Locked
Discretionary RAUM: $224M
Private client RAUM: $209Mderived••• Locked
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $56.1Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
I••• M••••• I••••	n/a	LOS ANGELES, CA	4	24	3	no
J•••• R•••••• W•••••	n/a	LOS ANGELES, CA	4	10

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
I••••• I•••• M•••••	CCO, FOUNDER, CIO, MEMBER	E	yes	03/2012	May 9, 2022	Aug 28, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$224M	$169M	32.9%	$129M	20.4%	5	5	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M•• I•••••••• S•••••••• L••	2	Jun 16, 2022	Jun 13, 2022	LOS ANGELES, CA	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (5)

← Xi Z••••Advisorregistration: current employment
Jul 6, 2023 to presentfactForm ADV
← J•••• B•• L••Advisorregistration: current employment
Sep 26, 2022 to presentfactForm ADV
← I••• M••••• I••••Advisorregistration: current employment
Jun 13, 2022 to presentfactForm ADV
← J•••• R•••••• W•••••Advisor

Dated events

Occurred
Aug 23, 2024
Advisor changed firm
Robert Kulczycki left A••••• W••••• A••••••• I••••••••• M••••••••• •••••• for Fidelity Personal And Workplace Advisors (registered 2024-10-30)
Form ADVobserved 7 days ago
Occurred
Jun 16, 2022
Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• (Los Angeles, CA) for A••••• W••••• A••••••• I••••••••• M••••••••• •••••• on the same day
Form ADVobserved 7 days ago
2 advisors
Occurred
May 9, 2022
First Form ADV filing
A••••• W••••• A••••••• I••••••••• M••••••••• •••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c05c685-bd52-6315-7572-9a6e8e3b2a20
First observed: May 9, 2022
Last observed: Jul 23, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.