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Preston & Cleveland Wealth Management, LLC (Augusta)


Preston & Cleveland Wealth Management, LLC is a large advisory firm based in Augusta. It manages $164.11 million of regulatory assets for 867 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Georgia, Louisiana, and South Carolina.

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Preston & Cleveland Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and financial consulting. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Preston & Cleveland Wealth Management: assets under management

The assets under management (AUM) of Preston & Cleveland Wealth Management, LLC is $164.11 million. The firm's AUM has grown by 374% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $153.27 million in discretionary accounts and $10.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $985.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Preston & Cleveland Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Augusta

The principal office where Preston & Cleveland Wealth Management, LLC performs its advisory services is located at 3740 Executive Center Drive, Augusta, GA 30907, which is also the mailing address of the firm. An additional office of the firm is in Columbia, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 706-855-0170 or by fax 706-434-8631. The normal business hours are by appointment only on Other. You can find more information about the New York firm at preston-cleveland.com.


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