The Wealth Conservancy, Inc.
● SEC registered since 1983CRD 112024SEC# 801-19008Boulder, CO
Reg. AUM
$260M
Employees
6
Accounts
220
Location
Boulder, CO
The Wealth Conservancy, Inc. assets under management
The Wealth Conservancy, Inc. is an SEC-registered investment adviser based in Boulder, CO. The firm has been registered since 1983. It reports $260 million in regulatory assets under management and employs 6 people.
The Wealth Conservancy, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Myra Lynn Salzer Control | President, Chief Compliance Officer | Over 75% | 1983 |
| Steven Peter Henningsen Control | Partner | Under 5% | 2006 |
Frequently asked questions
How much does The Wealth Conservancy, Inc. manage?
The Wealth Conservancy, Inc. reports $260 million in regulatory assets under management on its Form ADV.
How many employees does The Wealth Conservancy, Inc. have?
The Wealth Conservancy, Inc. reports 6 employees.
Where is The Wealth Conservancy, Inc. located?
The Wealth Conservancy, Inc. is based in Boulder, CO and has been SEC-registered since 1983.
Does The Wealth Conservancy, Inc. disclose fund performance?
The Wealth Conservancy, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2355 Canyon Blvd, Suite 204, Boulder, CO 80302 |
| Phone | 303-444-1919 |
| Fax | 303-444-1479 |
| Office hours | 9:00a.m. - 3:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260M▲ 35%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$260Mregulatory AUM
Discretionary $151MNon-discretionary $109M