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THE WEALTH CONSERVANCY, INC.
CRD 112024File 801-19008
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$260.0M
Below cohort median (national)
Discretionary AUM
$151.0M
Non-discretionary $109.0M
Clients
47
220 accounts
Employees
6
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 3, 1983
- Principal office
- 2355 CANYON BLVD, SUITE 204, BOULDER, CO, 80302
- Phone
- 303-444-1919
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $260.0M
- Discretionary AUM
- $151.0M
- Non-discretionary AUM
- $109.0M
- Discretionary accounts
- 157
- Non-discretionary accounts
- 63
- Total accounts
- 220
- AUM per client
- $5.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $18.9M |
| High net worth individuals | 21 | $227.8M |
| Individuals (other than high net worth individuals) | 26 | $13.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PROJECT RATE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.