The Wealth Conservancy, Inc.
The Wealth Conservancy, Inc. is an SEC-registered ria in Boulder, CO with $260.0M assets under management (AUM, regulatory AUM), +35% over one year. See who owns The Wealth Conservancy, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112024, SEC 801-19008, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $260.0M (2026-02-25)
- Firm type
- Ria
- Location
- Boulder, CO
- Employees
- 6
- Clients
- 47
- CRD
- 112024
- Ownership
- SALZER, MYRA, LYNN; HENNINGSEN, STEVEN, PETER; HINMAN, RAQUEL, SUE
How much AUM does The Wealth Conservancy, Inc. have?
The Wealth Conservancy, Inc. reported $260.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns The Wealth Conservancy, Inc.?
Disclosed owners and executives of The Wealth Conservancy, Inc. include SALZER, MYRA, LYNN, HENNINGSEN, STEVEN, PETER, HINMAN, RAQUEL, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.