The Wealth Conservatory
The Wealth Conservatory is an SEC-registered wealth manager in Lebanon, NH with $138.4M assets under management (AUM, regulatory AUM), +18% over one year. See who owns The Wealth Conservatory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115932, SEC 801-132219, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $138.4M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Lebanon, NH
- Employees
- 4
- Clients
- 124
- CRD
- 115932
- Ownership
- HUTCHINS, JOHN, JAY; JOHNSON, DANIEL, CALHOUN
How much AUM does The Wealth Conservatory have?
The Wealth Conservatory reported $138.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns The Wealth Conservatory?
Disclosed owners and executives of The Wealth Conservatory include HUTCHINS, JOHN, JAY, JOHNSON, DANIEL, CALHOUN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.