The Wealth Conservancy, Inc. is a large advisory firm based in Boulder. It manages $101.93 million of regulatory assets for 287 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Colorado, Louisiana, New Hampshire, and Texas.
The Wealth Conservancy provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and workshops, and wealth coaching. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Wealth Conservancy, Inc. is $101.93 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Wealth Conservancy, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of The Wealth Conservancy is high net worth individuals with 22 clients and $87.18 million of assets under management. Among the 7 most similar advisory firms, The Wealth Conservancy has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $96.35 million for 53 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Wealth Conservancy doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where The Wealth Conservancy, Inc. performs its advisory services is located at 1525 Spruce Street, Boulder, CO 80302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-444-1919 or by fax 303-444-1479. The normal business hours are 8:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at thewealthconservancy.com.