THE WEALTH CONSERVANCY, INC.
Adviser information for THE WEALTH CONSERVANCY, INC. last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 150 | $99.4M |
| Non-Discretionary | 63 | $82.7M |
| Total | 213 | $182.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 27 | $8.0M |
| HNW Individuals | 21 | $164.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $9.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshopsWEALTH COACHING |
|---|---|
| Compensation | % of AUMFixed feesPROJECT RATE |
Identifiers
| SEC RIA File Number | 801-19008 |
|---|---|
| SEC ERA File Number | 801-19008 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112024 |
| Legal Entity Identifier | None |
Principal Office
1525 SPRUCE STREETSUITE 300
BOULDER
CO
United States
Monday - Friday, 8:00AM - 4:30PM
Tel: 303-444-1919, Fax: 303-444-1479
Chief Compliance Officer
MYRA SALZER
PRESIDENT
1525 SPRUCE STREET
SUITE 300
BOULDER
CO
United States
Tel:
303 444 1919
Fax:
303-444-1479
M***@*********G
(Full email address available in API data)
Regulatory Contact
KAREN WINKLER
OPERATIONS MANAGER
1525 SPRUCE STREET
SUITE 300
BOULDER
CO
United States
Tel:
(303) 444-1919
Fax:
(303) 444-1479
K****@*********G
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SALZER, MYRA, LYNN | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 06/1983 | > 75% |
| HENNINGSEN, STEVEN, PETER | Individual | – | PARTNER | 01/2006 | < 5% |