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| The Wealth Conservancy Inc
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| |
|---|---|
| CRD # | 112024 |
| SEC # | 801-19008 |
| CIK # | |
| AUM | $182.2 MM (2024-07-09) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 303-444-1919 |
| Address | 2355 Canyon Blvd Boulder, CO 80302 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 8.0 |
| (b) Individuals (high net worth individuals) | 21 | 164.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 182.2 |
| By Discretionary | ||
| Discretionary | 150 | 99.4 |
| Non-Discretionary | 63 | 82.7 |
| Total | 213 | 182.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.2 | |
| Total | 213 | 182.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
17 Capital Partners LLC
✚
|
AZ | 0.2 |
|
Sound Financial Strategies Group LLC
✚
|
MS | 0.2 |
|
Lifeplan Investment Advisors Inc
✚
|
NC | 0.2 |
|
Crew Capital Management Ltd
✚
|
OH | 0.2 |
|
ASG Investment Management LLC
✚
|
PA | 0.2 |
|
Bayntree Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Camelot Technology Advisors Inc
✚
|
CA | 0.2 |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.2 |
|
Longview Financial Advisors Inc
✚
|
AL | 0.2 |
|
AssuredPartners Investment Advisors LLC
✚
|
FL | 0.2 |