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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WEALTH ENHANCEMENT & PRESERVATION

WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC, CRD 172788

ALPHARETTA, GA

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:c4ec193d-9ad3-4523-72e3-c985332422aa

Data as of May 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 12
On other graphs: 0
Observed: Apr 10, 2019 to May 30, 2023
20 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $185MItem 5.F on the latest filing (2023-05-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $185M
Private client RAUM: $185MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,368
Individual clients: 262
High net worth clients: 300
SEC number: 801-115264
CRD: 172788
Filings on the tape: 20
First filed: Apr 10, 2019
Latest filed: May 30, 2023
Organised: Limited Liability Company, Georgia

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERENYI, HELEN, COKER	MEMBER/MANAGER OF RED TRIANGLE, LLC	E	yes	06/2008	Apr 10, 2019	May 30, 2023
COHEN, DARRIN, STUART	STOCKHOLDER OF DARCO FINANCIAL SERVICES, INC.	E	yes	12/2016	Apr 10, 2019	May 30, 2023
COHEN, DARRIN, STUART	CEO, CHIEF COMPLIANCE OFFICER	Na	yes	09/2014	Apr 10, 2019	May 30, 2023
DARCO FINANCIAL SERVICES, INC.	Member	D	yes	12/2016	Apr 10, 2019	May 30, 2023
BCM CAPITAL LLC	Member	A	no	03/2023	Mar 30, 2023	May 30, 2023
Moore, Cody, Brannon	MANAGING MEMBER	E	no	03/2013	Mar 30, 2023	May 30, 2023
RED TRIANGLE, LLC	Member	B	no	12/2016	Apr 10, 2019	May 30, 2023
SANDERS, JACOB, KELLY	Member	B	no	01/2019	Apr 10, 2019	May 30, 2023
Thompson, Joseph, Wayne	Member	A	no	03/2023	Mar 30, 2023	May 30, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
RED TRIANGLE, LLC	n/a	State registered	$61.0M	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MT. PLEASANT	Sc	United States	2	no
Cartersville	Ga	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$185M	$185M	15	6	2	n/a	n/a
2021	Mar 29, 2022	$206M	$206M	15	6	2	n/a	n/a
2020	Feb 19, 2021	$160M	$160M	13	6	2	n/a	n/a
2019	Apr 23, 2020	$132M	$132M	13	6	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$185M	$206M	-10.2%	$132M	11.9%	15	15	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	4	Oct 17, 2023	Aug 28, 2023	ALPHARETTA, GA	Firm absorbed	RIA to ibd	66.7%

Relationships

Affiliated with (1)

→ RED TRIANGLE, LLCRegistered adviserother investment adviser, common control
factForm ADV

Owns (5)

← RED TRIANGLE, LLCOwnerMEMBER, ownership code B, domestic entity
Apr 10, 2019 to presentfactForm ADV
← SANDERS, JACOB, KELLYOwnerMEMBER, ownership code B, individual
Apr 10, 2019 to presentfactForm ADV
← Moore, Cody, BrannonOwnerMANAGING MEMBER, ownership code E, individual
Mar 30, 2023 to presentfactForm ADV
← Thompson, Joseph, WayneOwnerMEMBER, ownership code A, individual
Mar 30, 2023 to presentfactForm ADV
← BCM CAPITAL LLCOwnerMEMBER, ownership code A, domestic entity
Mar 30, 2023 to presentfactForm ADV

Controls (3)

← COHEN, DARRIN, STUARTOwnerSTOCKHOLDER OF DARCO FINANCIAL SERVICES, INC., ownership code E, individual
Apr 10, 2019 to presentfactForm ADV
← BERENYI, HELEN, COKEROwnerMEMBER/MANAGER OF RED TRIANGLE, LLC, ownership code E, individual
Apr 10, 2019 to presentfactForm ADV
← DARCO FINANCIAL SERVICES, INC.OwnerMEMBER, ownership code D, domestic entity
Apr 10, 2019 to presentfactForm ADV

Registered with (8)

← DARRIN STUART COHENAdvisorregistration: previous registration
Dec 12, 2014 to Oct 17, 2023factForm ADV
← Helen Coker CoxAdvisorregistration: previous registration
Mar 29, 2016 to Oct 17, 2023factForm ADV
← JACOB KELLY SANDERSAdvisorregistration: previous registration
Mar 30, 2018 to Oct 17, 2023factForm ADV
← ARMAND PATRICK GLASSMANAdvisorregistration: previous registration
Dec 19, 2014 to Oct 17, 2023factForm ADV
← Cody Brannon MooreAdvisorregistration: previous registration
Feb 9, 2021 to Oct 17, 2023factForm ADV
← Joseph Wayne ThompsonAdvisorregistration: previous registration
Feb 19, 2021 to Oct 17, 2023factForm ADV
← JARROD Douglas HOWARDAdvisorregistration: previous registration
Jun 5, 2020 to Oct 26, 2020factForm ADV
← Gabriel Lynn GehretAdvisorregistration: previous registration
Jan 8, 2015 to Oct 25, 2019factForm ADV

Moved with (1)

→ LPL FINANCIAL LLCRegistered adviser4 advisors, firm absorbed, same day
Oct 17, 2023 to Aug 28, 2023factForm ADV

Dated events

Occurred
Oct 17, 2023
Firm absorbed
Wealth Enhancement & Preservation's advisors moved to LPL Financial LLC (Alpharetta, GA): 4 of 6 registered, on the same day
Form ADVobserved 6 days ago
4 advisors
Occurred
Oct 17, 2023
Advisor changed firm
Cody Brannon Moore left Wealth Enhancement & Preservation for Lpl Financial Llc (registered 2023-08-21)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2023
Advisor changed firm
Joseph Wayne Thompson left Wealth Enhancement & Preservation for Lpl Financial Llc (registered 2023-08-21)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2023
Advisor changed firm
Darrin Stuart Cohen left Wealth Enhancement & Preservation for Red Triangle, Llc (registered 2016-03-31)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2023
Advisor changed firm
Helen Coker Cox left Wealth Enhancement & Preservation for Red Triangle, Llc (registered 2024-12-17)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2023
Advisor changed firm
Jacob Kelly Sanders left Wealth Enhancement & Preservation for Lpl Financial Llc (registered 2023-08-21)
Form ADVobserved 6 days ago
Occurred
Oct 17, 2023
Advisor changed firm
Armand Patrick Glassman left Wealth Enhancement & Preservation for Lpl Financial Llc (registered 2023-08-28)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person left
Patrick Armand Glassman (Member Of Fifth Quarter Group, Llc) no longer on Schedule A of Wealth Enhancement & Preservation (listed 2023-01-05, absent 2023-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2023
Control person left
Langford Cindy Glassman (Member Of Fifth Quarter Group, Llc) no longer on Schedule A of Wealth Enhancement & Preservation (listed 2023-01-05, absent 2023-03-30)
Form ADVobserved 6 days ago
Occurred
Oct 26, 2020
Control person left
Stanley Thomas Martin (Stockholder Of Martin & Gredys, Inc.) no longer on Schedule A of Wealth Enhancement & Preservation (listed 2020-10-24, absent 2020-10-26)
Form ADVobserved 6 days ago
Occurred
Oct 26, 2020
Control person left
Gredys Laura Martin (Stockholder Of Martin & Gredys, Inc.) no longer on Schedule A of Wealth Enhancement & Preservation (listed 2020-10-24, absent 2020-10-26)
Form ADVobserved 6 days ago
Occurred
Apr 10, 2019
First Form ADV filing
Infinite Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4ec193d-9ad3-4523-72e3-c985332422aa
First observed: Apr 10, 2019
Last observed: May 30, 2023 40 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.

WEALTH ENHANCEMENT & PRESERVATION

WEALTH ENHANCEMENT & PRESERVATION OF GA, LLC, CRD 172788

ALPHARETTA, GA

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:c4ec193d-9ad3-4523-72e3-c985332422aa

Data as of May 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERENYI, HELEN, COKER

MEMBER/MANAGER OF RED TRIANGLE, LLC

yes

06/2008

Apr 10, 2019

May 30, 2023

COHEN, DARRIN, STUART

STOCKHOLDER OF DARCO FINANCIAL SERVICES, INC.

yes

12/2016

Apr 10, 2019

May 30, 2023

COHEN, DARRIN, STUART

CEO, CHIEF COMPLIANCE OFFICER

yes

09/2014

Apr 10, 2019

May 30, 2023

DARCO FINANCIAL SERVICES, INC.

Member

yes

12/2016

Apr 10, 2019

May 30, 2023

BCM CAPITAL LLC

Member

03/2023

Mar 30, 2023

May 30, 2023

Moore, Cody, Brannon

MANAGING MEMBER

03/2013

Mar 30, 2023

May 30, 2023

RED TRIANGLE, LLC

Member

12/2016

Apr 10, 2019

May 30, 2023

SANDERS, JACOB, KELLY

Member

01/2019

Apr 10, 2019

May 30, 2023

Thompson, Joseph, Wayne

Member

03/2023

Mar 30, 2023

May 30, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

RED TRIANGLE, LLC

n/a

State registered

$61.0M

yes

n/a

City

State

Country

Employees

Also broker-dealer

MT. PLEASANT

United States

Cartersville

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$185M

n/a

2021

Mar 29, 2022

$206M

n/a

2020

Feb 19, 2021

$160M

n/a

2019

Apr 23, 2020

$132M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$185M

$206M

-10.2%

$132M

11.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Oct 17, 2023

Aug 28, 2023

ALPHARETTA, GA

Firm absorbed

RIA to ibd

66.7%