Preserve Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering ongoing portfolio management and tailored Investment Policy Statements for each client. The firm works with a relatively small client base and accepts both discretionary and non‑discretionary mandates, with no stated account minimum.
The firm combines fundamental and quantitative analysis with a long‑term trading orientation, using model allocations together with client‑specific recommendations and quarterly monitoring to align portfolios with documented risk tolerances. Preserve may also direct clients to third‑party advisers and aggregates billing and reporting through institutional custodians while stating a duty to seek best execution.
Compared with many supported firms of its size, Preserve manages a relatively large pool of assets for a small roster of clients—resulting in higher average assets per client—and offers access to a broad and less common set of investment vehicles, including hedge funds, private equity, venture capital, private placements, real estate funds, precious‑metal ETFs and digital assets. The firm is recently formed and participates in an institutional custody program that provides research and other services (and soft‑dollar benefits), and it discloses the use of third‑party managers and related operational arrangements that may influence how investment opportunities and execution are allocated.
Client services
Expertise
Fee options
Financial planning fees range between $1,000 and $20,000.
up to 1.25% annually
Main office
See office4500 East West Highway Suite 150
Bethesda MD 20814
Advisors at this office
1
Offices (2)
Most active in
District of Columbia · Florida · Maryland · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Lauren D
Series 65, Series 63
Port St. Lucie, FL
Preserve Private Wealth, LLC
Lauren Desmarteaux is a financial advisor at Preserve Private Wealth, LLC with Series 65 and Series 63 credentials and one year of industry experience. She previously worked at SlateStone Wealth from 2018 to 2023. Preserve Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and customized Investment Policy Statements. The firm employs a combination of fundamental and quantitative analysis with a long-term trading approach, managing a relatively large asset pool for a small client base and providing access to a diverse range of investment vehicles.
Mario Z
CFP®, Series 65, Series 63
Bethesda, MD
Preserve Private Wealth, LLC
Mario Zumbo is a CFP® professional at Preserve Private Wealth, LLC with 10 years of industry experience. He previously worked at Goldman Sachs for five years and has held roles at Strategic Advisers, Inc., Fidelity Investments, and Charles Schwab. Preserve Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, combining fundamental and quantitative analysis with a long-term trading orientation. The firm manages a relatively large pool of assets per client and offers access to a diverse range of investment vehicles including hedge funds, private equity, and digital assets.
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