Overview
Assets Under Management: $138 million
Headquarters: LEBANON, NH
High-Net-Worth Clients: 58
Average Client Assets: $2.0 million
Frequently Asked Questions
THE WEALTH CONSERVATORY 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 #115932), THE WEALTH CONSERVATORY is subject to fiduciary duty under federal law.
THE WEALTH CONSERVATORY is headquartered in LEBANON, NH.
THE WEALTH CONSERVATORY serves 58 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, THE WEALTH CONSERVATORY offers financial planning and portfolio management for individuals. View all service details ↓
THE WEALTH CONSERVATORY manages $138 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, THE WEALTH CONSERVATORY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.27%
Average Client Assets: $2.0 million
Total Client Accounts: 359
Discretionary Accounts: 359
Regulatory Filings
CRD Number: 115932
Filing ID: 2068393
Last Filing Date: 2026-03-23 10:37:07