The Wealth Conservancy, Inc.

RIASEC RegisteredEst. 1983

Total AUM

$260M

Discretionary

$151M

58% of AUM

Avg account

$1.2M

Accounts

220

Employees

Advisory reps

Firm details

Headquarters: Boulder, Colorado
CRD number: 112024
Registered since: June 3, 1983
Website: www.thewealthconservancy.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI87.63%
Corporations / Businesses7.26%
Individuals5.11%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Wealth Conservancy, Inc. is an independent registered investment adviser that has been SEC-registered since 1983 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. It also performs manager selection for outside advisers, publishes periodicals or newsletters, and runs educational seminars and workshops. Fee arrangements include percentage-of-AUM fees as well as fixed fees and other fee structures. The firm identifies itself as a capital allocator, meaning it places client assets with external managers rather than relying solely on proprietary products. The Wealth Conservancy, Inc. does not position itself as an active ESG investor.