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The Wealth Conservancy, Inc.

● SEC registered since 1983CRD 112024SEC# 801-19008Boulder, CO
Export (members)
Reg. AUM
$192.1M
Employees
5
Accounts
211
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 $192.1 million in regulatory assets under management and employs 5 people.
www.facebook.com/myrasalzerView on SEC.gov ↗

The Wealth Conservancy, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Myra Lynn Salzer ControlPresident, Chief Compliance OfficerOver 75%1983
Steven Peter Henningsen ControlPartnerUnder 5%2006

Frequently asked questions

How much does The Wealth Conservancy, Inc. manage?

The Wealth Conservancy, Inc. reports $192.1 million in regulatory assets under management on its Form ADV.

How many employees does The Wealth Conservancy, Inc. have?

The Wealth Conservancy, Inc. reports 5 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

Address2355 Canyon Blvd, Suite 204, Boulder, CO 80302
Phone303-444-1919
Fax303-444-1479
Office hours8:00a.m. - 4:30p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$97.4M
Non-discretionary$94.7M
Total (RAUM)$192.1M