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| Keyboard |
| The Wealth Conservancy Inc
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|---|---|
| CRD # | 112024 |
| SEC # | 801-19008 |
| CIK # | |
| AUM | 260.0 M (2026-02-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 303-444-1919 |
| Address | 2355 Canyon Blvd Boulder, CO 80302 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 13.3 |
| (b) Individuals (high net worth individuals) | 21 | 227.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 18.9 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 260.0 |
| By Discretionary | ||
| Discretionary | 157 | 151.0 |
| Non-Discretionary | 63 | 109.0 |
| Total | 220 | 260.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.0 | |
| Total | 220 | 260.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Corepath Wealth Partners LLC
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AZ | 261.2 M |
|
Portfolio Advisors Inc
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|
CGI Plan Advisors Inc
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PA | 261.0 M |
|
Archetype Advisors LLC
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PA | 260.0 M |
|
Storyone LLC
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KS | 259.4 M |
|
Braeburn Wealth Management LLC
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|
MI | 259.4 M |
|
Davis Capital Management LLC
✚
|
FL | 259.0 M |
|
an Exceptional Life Financial LLC
✚
|
IN | 258.9 M |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 258.7 M |
|
Redwood Family Wealth LLC
✚
|
TX | 258.5 M |