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).
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Total Assets Under Management182MILLION
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Total Number of Accounts213ACCOUNTS
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Average Account Value$855,370
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
CA, CO, NH, TX
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.
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.
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.