Overview
Assets Under Management: $192 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 19
Average Client Assets: $9 million
Frequently Asked Questions
THE WEALTH CONSERVANCY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112024), THE WEALTH CONSERVANCY, INC. is subject to fiduciary duty under federal law.
THE WEALTH CONSERVANCY, INC. is headquartered in BOULDER, CO.
THE WEALTH CONSERVANCY, INC. serves 19 high-net-worth clients according to their SEC filing dated February 01, 2025. View client details ↓
According to their SEC Form ADV, THE WEALTH CONSERVANCY, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
THE WEALTH CONSERVANCY, INC. manages $192 million in client assets according to their SEC filing dated February 01, 2025.
According to their SEC Form ADV, THE WEALTH CONSERVANCY, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.65
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 211
Discretionary Accounts: 149
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 112024
Last Filing Date: 2025-02-01 00:00:00
Website: https://twcinc.org