Wealth Accumulation & Preservation, INC.

Financial planning in Streator, IL

State registeredNo commissions reported

Call (815) 672-6152 Send a message Map ↗

Public-record details

Address: 201 Danny's Drive, Suite 3, Streator, IL 61364
Phone: (815) 672-6152
Listed under: Financial planning, Hourly fees, % of assets managed
CRD number: 156408
Registration: State registered: IL
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $40.7 million
Accounts managed: 449
Clients reported (Form ADV 5.D): 290
Individual / high-net-worth clients: 273 / 16
Employees: 2
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-16

State registered (IL) investment adviser, CRD 156408, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 156408 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.