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| The Wealth Conservancy Inc
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|
|---|---|
| CRD # | 112024 |
| SEC # | 801-19008 |
| CIK # | |
| AUM | $183.1 MM (2023-01-25) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 303-444-1919 |
| Address | 1525 Spruce Street Boulder, CO 80302 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 8.3 |
| (b) Individuals (high net worth individuals) | 23 | 167.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.0 |
| (n) Other | 0 | 0.0 |
| Total | 220 | 183.1 |
| By Discretionary | ||
| Discretionary | 160 | 108.4 |
| Non-Discretionary | 60 | 74.7 |
| Total | 220 | 183.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.1 | |
| Total | 220 | 183.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Tudor Financial Inc
✚
|
OH | 0.2 |
|
Archer Investment Management LLC
✚
|
TX | 0.2 |
|
Avery Wealth Inc
✚
|
MI | 0.2 |
|
Miller Private Wealth LLC
✚
|
OK | 0.2 |
|
Novick & Company Financial Group LLC
✚
|
WY | 0.2 |
|
YIM Investment Management LLC
✚
|
HI | 0.2 |
|
Davis Capital Management LLC
✚
|
FL | 0.2 |
|
Prosperity Advisers LLC
✚
|
PA | 0.2 |
|
Maripau Wealth Management LLC
✚
|
IN | 0.2 |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.2 |