Fee-only adviser · Bethesda, MD
Preserve Private Wealth, LLC
Preserve Private Wealth, LLC is a fee-only investment adviser registered with the securities regulators of District of Columbia, Florida, Maryland, with its main office in Bethesda, Maryland. On its latest Form ADV, filed March 17, 2026, it reports $88M in regulatory assets under management, 40 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: District of Columbia, Florida, Maryland |
|---|---|
| Firm CRD number | 324362 |
| Office | 4500 East West Highway Suite 150 Bethesda, MD 20814 |
| Phone | (240) 941-3677 |
| Website | www.preserveprivatewealth.com |
| Regulatory assets under management | $88M |
| Individual clients | 5 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bethesda
- Chevy Chase Trust Company $44.9B
- FBB Capital Partners $2.4B
- Heritage Investors Management Corp $4.6B
- Sandbox Financial Partners, LLC $682M
- MV Capital Management, Inc. $1.4B
- Sargent Investment Group $1.5B
See all 35 fee-only advisers in Bethesda →
Nearby
- Chevy Chase 9 firms
- North Bethesda 4 firms
- Silver Spring 3 firms
- Cabin John 1 firm
- Takoma Park 2 firms
- Potomac 1 firm
- Rockville 15 firms
- Washington 21 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Preserve Private Wealth, LLC? Update this listing.