The Wealth Conservancy, Inc.

The Wealth Conservancy, Inc. (CRD# 112024) is a financial advisory firm headquartered in Boulder, CO. They manage $182,193,897 in 213 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $855,370
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NH, TX

Financial Advisors at The Wealth Conservancy, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Steven P. Henningsen
CRD#: 2416247
1525 Spruce Street, Suite 300, Boulder, CO 80302

Steven Henningsen (CRD# 2416247) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has over 30 years of experience in the finance industry.

2
Melissa R. Hoyer
CRD#: 5736614
1525 Spruce Street, Suite 300, Boulder, CO 80302

Melissa Hoyer (CRD# 5736614) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has 1 year of experience in the finance industry.

3
Myra L. Salzer
CRD#: 4383206
1525 Spruce Street, Suite 300, Boulder, CO 80302

Myra Salzer (CRD# 4383206) is an Investment Advisor Representative working at The Wealth Conservancy, Inc. in Boulder, CO and has 1 year of experience in the finance industry.

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