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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Wealth Conservancy Inc
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|---|---|
| CRD # | 112024 |
| SEC # | 801-19008 |
| CIK # | |
| AUM | $192.1 M (2025-02-01) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 303-444-1919 |
| Address | 2355 Canyon Blvd Boulder, CO 80302 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 9.2 |
| (b) Individuals (high net worth individuals) | 19 | 170.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 12.6 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 192.1 |
| By Discretionary | ||
| Discretionary | 149 | 97.4 |
| Non-Discretionary | 62 | 94.7 |
| Total | 211 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 211 | 192.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ares Financial Consulting LLC
✚
|
CA | 0.2 |
|
Newport Wealth Advisors Inc
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|
CA | 0.2 |
|
Sand Creek Capital LLC
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ID | 0.2 |
|
New Century Financial Group LLC
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NJ | 0.2 |
|
Clemson-Eps Advisors LLC
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|
SC | 0.2 |
|
Legacy Solutions LLC
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|
PA | 0.2 |
|
Superior Planning LLC
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|
CA | 0.2 |
|
Bayntree Wealth Advisors LLC
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|
AZ | 0.2 |
|
Strategic Financial Planning Inc
✚
|
TX | 0.2 |
|
MPWA Inc
✚
|
CA | 0.2 |